401k Plan data: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST plan

SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SHORT ENTERPRISES INC. has sponsored the creation of one or more 401k plans.

Company Name: SHORT ENTERPRISES INC.

Employer identification number (EIN): 275012413

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 JAMES ERIC SHORT
001 2024-01-01 JAMES ERIC SHORT
001 2023-01-01
001 2023-01-01 JAMES ERIC SHORT
001 2022-01-01
001 2022-01-01 JAMES ERIC SHORT
001 2021-01-01
001 2021-01-01 JAMES ERIC SHORT
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JAMES E. SHORT
001 2016-01-01 JAMES E. SHORT
001 2015-01-01 JAMES E. SHORT
001 2014-01-01 JAMES SHORT
001 2013-01-01 JAMES SHORT
001 2012-01-01 JAMES SHORT
001 2011-01-01 JAMES SHORT

Financial Data on SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2024 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total income from all sources	2024-01-01	$2,595
Expenses. Total of all expenses incurred	2024-01-01	$249,414
Benefits paid (including direct rollovers)	2024-01-01	$249,414
Total plan assets at end of year	2024-01-01	$0
Total plan assets at beginning of year	2024-01-01	$246,819
Value of fidelity bond covering the plan	2024-01-01	$50,000
Total contributions received or receivable from participants	2024-01-01	$0
Other income received	2024-01-01	$2,595
Net income (gross income less expenses)	2024-01-01	$-246,819
Net plan assets at end of year (total assets less liabilities)	2024-01-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2024-01-01	$246,819
Total contributions received or receivable from employer(s)	2024-01-01	$0
2023 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total income from all sources	2023-12-31	$2,254
Expenses. Total of all expenses incurred	2023-12-31	$0
Total plan assets at end of year	2023-12-31	$246,819
Total plan assets at beginning of year	2023-12-31	$244,565
Value of fidelity bond covering the plan	2023-12-31	$50,000
Other income received	2023-12-31	$2,254
Net income (gross income less expenses)	2023-12-31	$2,254
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$246,819
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$244,565
Assets. Value of employer securities	2023-12-31	$0
2022 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-5,138
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$244,565
Total plan assets at beginning of year	2022-12-31	$249,703
Value of fidelity bond covering the plan	2022-12-31	$50,000
Other income received	2022-12-31	$-5,138
Net income (gross income less expenses)	2022-12-31	$-5,138
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$244,565
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$249,703
Assets. Value of employer securities	2022-12-31	$152,521
2021 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$-71,979
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$249,703
Total plan assets at beginning of year	2021-12-31	$321,682
Value of fidelity bond covering the plan	2021-12-31	$50,000
Other income received	2021-12-31	$-71,979
Net income (gross income less expenses)	2021-12-31	$-71,979
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$249,703
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$321,682
Assets. Value of employer securities	2021-12-31	$157,744
2020 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$-1,912
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$321,682
Total plan assets at beginning of year	2020-12-31	$323,594
Value of fidelity bond covering the plan	2020-12-31	$50,000
Other income received	2020-12-31	$-1,912
Net income (gross income less expenses)	2020-12-31	$-1,912
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$321,682
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$323,594
Assets. Value of employer securities	2020-12-31	$229,766
2019 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$-4,244
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$323,594
Total plan assets at beginning of year	2019-12-31	$327,838
Value of fidelity bond covering the plan	2019-12-31	$50,000
Other income received	2019-12-31	$-4,244
Net income (gross income less expenses)	2019-12-31	$-4,244
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$323,594
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$327,838
Assets. Value of employer securities	2019-12-31	$231,783
2018 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$27,046
Expenses. Total of all expenses incurred	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$327,838
Total plan assets at beginning of year	2018-12-31	$300,792
Value of fidelity bond covering the plan	2018-12-31	$50,000
Other income received	2018-12-31	$27,046
Net income (gross income less expenses)	2018-12-31	$27,046
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$327,838
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$300,792
Assets. Value of employer securities	2018-12-31	$236,424
2017 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$-9,480
Expenses. Total of all expenses incurred	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$300,792
Total plan assets at beginning of year	2017-12-31	$310,272
Value of fidelity bond covering the plan	2017-12-31	$50,000
Other income received	2017-12-31	$-9,480
Net income (gross income less expenses)	2017-12-31	$-9,480
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$300,792
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$310,272
Assets. Value of employer securities	2017-12-31	$209,664
2016 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$-45,923
Expenses. Total of all expenses incurred	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$310,272
Total plan assets at beginning of year	2016-12-31	$356,195
Value of fidelity bond covering the plan	2016-12-31	$50,000
Assets. Value of loans (other than to participants)	2016-12-31	$50,620
Other income received	2016-12-31	$-45,923
Net income (gross income less expenses)	2016-12-31	$-45,923
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$310,272
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$356,195
Assets. Value of employer securities	2016-12-31	$219,235
2015 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$11,716
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$356,195
Total plan assets at beginning of year	2015-12-31	$344,479
Value of fidelity bond covering the plan	2015-12-31	$50,000
Assets. Value of loans (other than to participants)	2015-12-31	$80,503
Other income received	2015-12-31	$11,716
Net income (gross income less expenses)	2015-12-31	$11,716
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$356,195
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$344,479
Assets. Value of employer securities	2015-12-31	$193,232
2014 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-3,345
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$344,479
Total plan assets at beginning of year	2014-12-31	$347,824
Assets. Value of loans (other than to participants)	2014-12-31	$77,173
Other income received	2014-12-31	$-3,345
Net income (gross income less expenses)	2014-12-31	$-3,345
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$344,479
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$347,824
Assets. Value of employer securities	2014-12-31	$260,151
2013 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$-1,997
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$347,824
Total plan assets at beginning of year	2013-12-31	$349,821
Assets. Value of loans (other than to participants)	2013-12-31	$44,832
Other income received	2013-12-31	$-1,997
Net income (gross income less expenses)	2013-12-31	$-1,997
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$347,824
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$349,821
Assets. Value of employer securities	2013-12-31	$265,862
2012 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$-50,239
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$349,821
Total plan assets at beginning of year	2012-12-31	$400,060
Other income received	2012-12-31	$-50,239
Net income (gross income less expenses)	2012-12-31	$-50,239
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$349,821
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$400,060
Assets. Value of employer securities	2012-12-31	$269,632
2011 : SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$400,060
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$400,060
Total plan assets at beginning of year	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$399,325
Other income received	2011-12-31	$735
Net income (gross income less expenses)	2011-12-31	$400,060
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$400,060
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$0
Assets. Value of employer securities	2011-12-31	$199,911

Form 5500 Responses for SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST

2023: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SHORT ENTERPRISES INC. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SHORT ENTERPRISES INC.
Employer identification number (EIN):	275012413
NAIC Classification:	523900

Plan id#	Filing Submission Date	Name of Administrator
001	2024-01-01	JAMES ERIC SHORT
001	2024-01-01	JAMES ERIC SHORT
001	2023-01-01
001	2023-01-01	JAMES ERIC SHORT
001	2022-01-01
001	2022-01-01	JAMES ERIC SHORT
001	2021-01-01
001	2021-01-01	JAMES ERIC SHORT
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JAMES E. SHORT
001	2016-01-01	JAMES E. SHORT
001	2015-01-01	JAMES E. SHORT
001	2014-01-01	JAMES SHORT
001	2013-01-01	JAMES SHORT
001	2012-01-01	JAMES SHORT
001	2011-01-01	JAMES SHORT