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SMW HOLDINGS, LLC 401(K) PLAN 401k Plan overview

Plan NameSMW HOLDINGS, LLC 401(K) PLAN
Plan identification number 001

SMW HOLDINGS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

SMW HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:SMW HOLDINGS, LLC
Employer identification number (EIN):260771158
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMW HOLDINGS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01G. SIDNEY MENARD, JR.
0012021-01-01
0012021-01-01G. SIDNEY MENARD, JR.
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01G. SIDNEY MENARD, JR. G. SIDNEY MENARD, JR.2018-10-15
0012016-01-01G. SIDNEY MENARD, JR. G. SIDNEY MENARD, JR.2017-10-16
0012015-01-01G. SIDNEY MENARD, JR. G. SIDNEY MENARD, JR.2016-10-14

Plan Statistics for SMW HOLDINGS, LLC 401(K) PLAN

401k plan membership statisitcs for SMW HOLDINGS, LLC 401(K) PLAN

Measure Date Value
2022: SMW HOLDINGS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0136
Total number of active participants reported on line 7a of the Form 55002022-01-0137
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0137
Number of participants with account balances2022-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SMW HOLDINGS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0127
Total number of active participants reported on line 7a of the Form 55002021-01-0136
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0136
Number of participants with account balances2021-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SMW HOLDINGS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0127
Total number of active participants reported on line 7a of the Form 55002020-01-0125
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0127
Number of participants with account balances2020-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SMW HOLDINGS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Total number of active participants reported on line 7a of the Form 55002019-01-0127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0127
Number of participants with account balances2019-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SMW HOLDINGS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0122
Total number of active participants reported on line 7a of the Form 55002018-01-0120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0120
Number of participants with account balances2018-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SMW HOLDINGS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0122
Number of participants with account balances2017-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SMW HOLDINGS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0121
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SMW HOLDINGS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-0119
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Number of participants with account balances2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on SMW HOLDINGS, LLC 401(K) PLAN

Measure Date Value
2022 : SMW HOLDINGS, LLC 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$30,154
Expenses. Total of all expenses incurred2022-12-31$19,588
Benefits paid (including direct rollovers)2022-12-31$14,670
Total plan assets at end of year2022-12-31$942,386
Total plan assets at beginning of year2022-12-31$931,820
Total contributions received or receivable from participants2022-12-31$132,319
Other income received2022-12-31$-166,846
Net income (gross income less expenses)2022-12-31$10,566
Net plan assets at end of year (total assets less liabilities)2022-12-31$942,386
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$931,820
Assets. Value of participant loans2022-12-31$5,640
Total contributions received or receivable from employer(s)2022-12-31$64,681
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$4,918
2021 : SMW HOLDINGS, LLC 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$268,642
Expenses. Total of all expenses incurred2021-12-31$48,692
Benefits paid (including direct rollovers)2021-12-31$42,480
Total plan assets at end of year2021-12-31$931,820
Total plan assets at beginning of year2021-12-31$711,870
Total contributions received or receivable from participants2021-12-31$115,864
Other income received2021-12-31$98,055
Net income (gross income less expenses)2021-12-31$219,950
Net plan assets at end of year (total assets less liabilities)2021-12-31$931,820
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$711,870
Assets. Value of participant loans2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$54,723
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,212
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$42,480
2020 : SMW HOLDINGS, LLC 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$217,874
Expenses. Total of all expenses incurred2020-12-31$5,950
Total plan assets at end of year2020-12-31$711,870
Total plan assets at beginning of year2020-12-31$499,946
Total contributions received or receivable from participants2020-12-31$68,736
Contributions received from other sources (not participants or employers)2020-12-31$2,871
Other income received2020-12-31$96,086
Net income (gross income less expenses)2020-12-31$211,924
Net plan assets at end of year (total assets less liabilities)2020-12-31$711,870
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$499,946
Assets. Value of participant loans2020-12-31$2,158
Total contributions received or receivable from employer(s)2020-12-31$50,181
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,950
2019 : SMW HOLDINGS, LLC 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$168,903
Expenses. Total of all expenses incurred2019-12-31$4,573
Total plan assets at end of year2019-12-31$499,946
Total plan assets at beginning of year2019-12-31$335,616
Total contributions received or receivable from participants2019-12-31$51,686
Other income received2019-12-31$80,869
Net income (gross income less expenses)2019-12-31$164,330
Net plan assets at end of year (total assets less liabilities)2019-12-31$499,946
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$335,616
Assets. Value of participant loans2019-12-31$806
Total contributions received or receivable from employer(s)2019-12-31$36,348
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$4,573
2018 : SMW HOLDINGS, LLC 401(K) PLAN 2018 401k financial data
Total income from all sources2018-12-31$54,813
Expenses. Total of all expenses incurred2018-12-31$18,462
Benefits paid (including direct rollovers)2018-12-31$15,078
Total plan assets at end of year2018-12-31$335,616
Total plan assets at beginning of year2018-12-31$299,265
Total contributions received or receivable from participants2018-12-31$49,765
Other income received2018-12-31$-29,991
Net income (gross income less expenses)2018-12-31$36,351
Net plan assets at end of year (total assets less liabilities)2018-12-31$335,616
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$299,265
Assets. Value of participant loans2018-12-31$2,129
Total contributions received or receivable from employer(s)2018-12-31$35,039
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,384
2017 : SMW HOLDINGS, LLC 401(K) PLAN 2017 401k financial data
Total income from all sources2017-12-31$115,663
Expenses. Total of all expenses incurred2017-12-31$34,618
Benefits paid (including direct rollovers)2017-12-31$31,819
Total plan assets at end of year2017-12-31$299,265
Total plan assets at beginning of year2017-12-31$218,220
Total contributions received or receivable from participants2017-12-31$42,936
Other income received2017-12-31$43,292
Net income (gross income less expenses)2017-12-31$81,045
Net plan assets at end of year (total assets less liabilities)2017-12-31$299,265
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$218,220
Total contributions received or receivable from employer(s)2017-12-31$29,435
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$2,799
2016 : SMW HOLDINGS, LLC 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$127,589
Expenses. Total of all expenses incurred2016-12-31$4,805
Benefits paid (including direct rollovers)2016-12-31$3,351
Total plan assets at end of year2016-12-31$218,220
Total plan assets at beginning of year2016-12-31$95,436
Total contributions received or receivable from participants2016-12-31$83,960
Expenses. Other expenses not covered elsewhere2016-12-31$163
Other income received2016-12-31$7,767
Net income (gross income less expenses)2016-12-31$122,784
Net plan assets at end of year (total assets less liabilities)2016-12-31$218,220
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$95,436
Total contributions received or receivable from employer(s)2016-12-31$35,862
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,291
2015 : SMW HOLDINGS, LLC 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$95,508
Expenses. Total of all expenses incurred2015-12-31$72
Total plan assets at end of year2015-12-31$95,436
Total plan assets at beginning of year2015-12-31$0
Total contributions received or receivable from participants2015-12-31$67,185
Other income received2015-12-31$-221
Net income (gross income less expenses)2015-12-31$95,436
Net plan assets at end of year (total assets less liabilities)2015-12-31$95,436
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$28,544
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$72

Form 5500 Responses for SMW HOLDINGS, LLC 401(K) PLAN

2022: SMW HOLDINGS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SMW HOLDINGS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SMW HOLDINGS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMW HOLDINGS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SMW HOLDINGS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SMW HOLDINGS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMW HOLDINGS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMW HOLDINGS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
Insurance contract or identification number811722
Number of Individuals Covered38
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number811722
Policy instance 1

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