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S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameS & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST
Plan identification number 001

S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined 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.

401k Sponsoring company profile

S & D MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:S & D MANAGEMENT, INC.
Employer identification number (EIN):412087406
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEPHEN R. BUTLAND
0012016-01-01STEPHEN R. BUTLAND
0012015-01-01STEPHEN R. BUTLAND
0012015-01-01STEPHEN R. BUTLAND
0012014-01-01STEPHEN R. BUTLAND
0012013-01-01STEPHEN R. BUTLAND
0012012-01-01STEPHEN R. BUTLAND
0012011-01-01STEPHEN R. BUTLAND
0012010-01-01STEPHEN BUTLAND
0012009-01-01STEPHEN BUTLAND
0012009-01-01STEPHEN BUTLAND
0012006-01-01STEPHEN BUTLAND
0012005-01-01STEPHEN BUTLAND
0012004-01-01STEPHEN BUTLAND

Plan Statistics for S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-017
Number of participants with account balances2019-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-018
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-017
Number of participants with account balances2018-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-018
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-018
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
Number of participants with account balances2011-01-016
2010: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
Number of participants with account balances2010-01-016
2009: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Total of all active and inactive participants2009-01-015
Total participants2009-01-015
Number of participants with account balances2009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
2006: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2006 401k membership
Total participants, beginning-of-year2006-01-015
Total number of active participants reported on line 7a of the Form 55002006-01-016
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-016
Total participants2006-01-016
Number of participants with account balances2006-01-015
2005: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2005 401k membership
Total participants, beginning-of-year2005-01-015
Total number of active participants reported on line 7a of the Form 55002005-01-015
Number of other retired or separated participants entitled to future benefits2005-01-010
Total of all active and inactive participants2005-01-015
Total participants2005-01-015
Number of participants with account balances2005-01-011
2004: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2004 401k membership
Total participants, beginning-of-year2004-01-012
Total number of active participants reported on line 7a of the Form 55002004-01-015
Number of other retired or separated participants entitled to future benefits2004-01-010
Total of all active and inactive participants2004-01-015
Total participants2004-01-015
Number of participants with account balances2004-01-011

Financial Data on S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$-576,511
Expenses. Total of all expenses incurred2023-12-31$1,508
Total plan assets at end of year2023-12-31$350,147
Total plan assets at beginning of year2023-12-31$928,166
Expenses. Other expenses not covered elsewhere2023-12-31$1,508
Other income received2023-12-31$-576,511
Net income (gross income less expenses)2023-12-31$-578,019
Net plan assets at end of year (total assets less liabilities)2023-12-31$350,147
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$928,166
Assets. Value of employer securities2023-12-31$54,993
2022 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$2,239,729
Expenses. Total of all expenses incurred2022-12-31$3,186
Benefits paid (including direct rollovers)2022-12-31$3,186
Total plan assets at end of year2022-12-31$3,376,166
Total plan assets at beginning of year2022-12-31$1,139,623
Other income received2022-12-31$2,239,729
Net income (gross income less expenses)2022-12-31$2,236,543
Net plan assets at end of year (total assets less liabilities)2022-12-31$3,376,166
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,139,623
Assets. Value of employer securities2022-12-31$3,114,279
2021 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$-297,749
Expenses. Total of all expenses incurred2021-12-31$46,635
Benefits paid (including direct rollovers)2021-12-31$45,041
Total plan assets at end of year2021-12-31$1,139,623
Total plan assets at beginning of year2021-12-31$1,484,007
Value of fidelity bond covering the plan2021-12-31$150,000
Expenses. Other expenses not covered elsewhere2021-12-31$1,594
Other income received2021-12-31$-344,972
Net income (gross income less expenses)2021-12-31$-344,384
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,139,623
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,484,007
Assets. Value of employer securities2021-12-31$831,506
Total contributions received or receivable from employer(s)2021-12-31$47,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$-108,352
Expenses. Total of all expenses incurred2020-12-31$3,301
Benefits paid (including direct rollovers)2020-12-31$2,599
Total plan assets at end of year2020-12-31$1,484,007
Total plan assets at beginning of year2020-12-31$1,595,660
Value of fidelity bond covering the plan2020-12-31$75,000
Other income received2020-12-31$-123,352
Net income (gross income less expenses)2020-12-31$-111,653
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,484,007
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,595,660
Assets. Value of employer securities2020-12-31$1,201,846
Total contributions received or receivable from employer(s)2020-12-31$15,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$702
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$28,131
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$1,595,660
Total plan assets at beginning of year2019-12-31$1,567,529
Value of fidelity bond covering the plan2019-12-31$75,000
Other income received2019-12-31$13,131
Net income (gross income less expenses)2019-12-31$28,131
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,595,660
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,567,529
Assets. Value of employer securities2019-12-31$1,337,814
Total contributions received or receivable from employer(s)2019-12-31$15,000
2018 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$529,495
Expenses. Total of all expenses incurred2018-12-31$1,181
Benefits paid (including direct rollovers)2018-12-31$1,181
Total plan assets at end of year2018-12-31$1,567,529
Total plan assets at beginning of year2018-12-31$1,039,215
Value of fidelity bond covering the plan2018-12-31$100,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$514,495
Net income (gross income less expenses)2018-12-31$528,314
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,567,529
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,039,215
Assets. Value of employer securities2018-12-31$1,366,826
Total contributions received or receivable from employer(s)2018-12-31$15,000
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$-596,052
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,039,215
Total plan assets at beginning of year2017-12-31$1,635,267
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-611,052
Net income (gross income less expenses)2017-12-31$-596,052
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,039,215
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,635,267
Assets. Value of employer securities2017-12-31$832,285
Total contributions received or receivable from employer(s)2017-12-31$15,000
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$25,431
Expenses. Total of all expenses incurred2016-12-31$9,874
Benefits paid (including direct rollovers)2016-12-31$9,874
Total plan assets at end of year2016-12-31$1,635,267
Total plan assets at beginning of year2016-12-31$1,619,710
Value of fidelity bond covering the plan2016-12-31$75,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$10,431
Net income (gross income less expenses)2016-12-31$15,557
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,635,267
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,619,710
Assets. Value of employer securities2016-12-31$1,469,945
Total contributions received or receivable from employer(s)2016-12-31$15,000
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$54,972
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,621,620
Total plan assets at beginning of year2015-12-31$1,566,648
Value of fidelity bond covering the plan2015-12-31$75,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$5
Other income received2015-12-31$39,967
Net income (gross income less expenses)2015-12-31$54,972
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,621,620
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,566,648
Assets. Value of employer securities2015-12-31$1,459,286
Total contributions received or receivable from employer(s)2015-12-31$15,000
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$-77,201
Expenses. Total of all expenses incurred2014-12-31$3,354
Benefits paid (including direct rollovers)2014-12-31$3,354
Total plan assets at end of year2014-12-31$1,566,648
Total plan assets at beginning of year2014-12-31$1,647,203
Value of fidelity bond covering the plan2014-12-31$75,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$-92,201
Net income (gross income less expenses)2014-12-31$-80,555
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,566,648
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,647,203
Assets. Value of employer securities2014-12-31$1,410,643
Total contributions received or receivable from employer(s)2014-12-31$15,000
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$12,730
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$1,647,203
Total plan assets at beginning of year2013-12-31$1,634,473
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$-2,270
Net income (gross income less expenses)2013-12-31$12,730
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,647,203
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,634,473
Assets. Value of employer securities2013-12-31$1,499,759
Total contributions received or receivable from employer(s)2013-12-31$15,000
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$1,107,327
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$1,634,473
Total plan assets at beginning of year2012-12-31$527,146
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$1,092,327
Net income (gross income less expenses)2012-12-31$1,107,327
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,634,473
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$527,146
Assets. Value of employer securities2012-12-31$1,524,247
Total contributions received or receivable from employer(s)2012-12-31$15,000
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-1,109,370
Total plan assets at end of year2011-12-31$527,146
Total plan assets at beginning of year2011-12-31$1,636,516
Value of fidelity bond covering the plan2011-12-31$75,000
Other income received2011-12-31$-1,124,370
Net income (gross income less expenses)2011-12-31$-1,109,370
Net plan assets at end of year (total assets less liabilities)2011-12-31$527,146
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,636,516
Assets. Value of employer securities2011-12-31$441,699
Total contributions received or receivable from employer(s)2011-12-31$15,000
2010 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$39,760
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$1,636,516
Total plan assets at beginning of year2010-12-31$1,596,756
Other income received2010-12-31$24,760
Net income (gross income less expenses)2010-12-31$39,760
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,636,516
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,596,756
Assets. Value of employer securities2010-12-31$1,557,762
Total contributions received or receivable from employer(s)2010-12-31$15,000
2007 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2007 401k financial data
Total income from all sources2007-12-31$301,342
Expenses. Total of all expenses incurred2007-12-31$0
Total plan assets at end of year2007-12-31$1,248,412
Total plan assets at beginning of year2007-12-31$947,070
Contributions received from other sources (not participants or employers)2007-12-31$0
Other income received2007-12-31$286,342
Net income (gross income less expenses)2007-12-31$301,342
Net plan assets at end of year (total assets less liabilities)2007-12-31$1,248,412
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$947,070
Assets. Value of employer securities2007-12-31$1,218,412
Total contributions received or receivable from employer(s)2007-12-31$15,000
2006 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2006 401k financial data
Total income from all sources2006-12-31$229,284
Expenses. Total of all expenses incurred2006-12-31$0
Total plan assets at end of year2006-12-31$947,070
Total plan assets at beginning of year2006-12-31$717,786
Contributions received from other sources (not participants or employers)2006-12-31$0
Other income received2006-12-31$214,284
Net income (gross income less expenses)2006-12-31$229,284
Net plan assets at end of year (total assets less liabilities)2006-12-31$947,070
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$717,786
Assets. Value of employer securities2006-12-31$932,070
Total contributions received or receivable from employer(s)2006-12-31$15,000
2005 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2005 401k financial data
Total income from all sources2005-12-31$328,125
Expenses. Total of all expenses incurred2005-12-31$0
Total plan assets at end of year2005-12-31$717,786
Total plan assets at beginning of year2005-12-31$389,661
Contributions received from other sources (not participants or employers)2005-12-31$0
Other income received2005-12-31$328,125
Net income (gross income less expenses)2005-12-31$328,125
Net plan assets at end of year (total assets less liabilities)2005-12-31$717,786
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$389,661
Assets. Value of employer securities2005-12-31$717,786
Total contributions received or receivable from employer(s)2005-12-31$0
2004 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2004 401k financial data
Total income from all sources2004-12-31$242,456
Expenses. Total of all expenses incurred2004-12-31$0
Total plan assets at end of year2004-12-31$389,661
Total plan assets at beginning of year2004-12-31$147,205
Contributions received from other sources (not participants or employers)2004-12-31$0
Other income received2004-12-31$242,456
Net income (gross income less expenses)2004-12-31$242,456
Net plan assets at end of year (total assets less liabilities)2004-12-31$389,661
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$147,205
Assets. Value of employer securities2004-12-31$389,661
Total contributions received or receivable from employer(s)2004-12-31$0
2003 : S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2003 401k financial data
Total income from all sources2003-12-31$147,205
Expenses. Total of all expenses incurred2003-12-31$0
Total plan assets at end of year2003-12-31$147,205
Total plan assets at beginning of year2003-12-31$0
Contributions received from other sources (not participants or employers)2003-12-31$318,000
Other income received2003-12-31$-170,795
Net income (gross income less expenses)2003-12-31$147,205
Net plan assets at end of year (total assets less liabilities)2003-12-31$147,205
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$0
Assets. Value of employer securities2003-12-31$147,205
Total contributions received or receivable from employer(s)2003-12-31$0

Form 5500 Responses for S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST

2023: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2006: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedYes
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – TrustYes
2006-01-01Plan benefit arrangement - TrustYes
2005: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedYes
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – TrustYes
2005-01-01Plan benefit arrangement - TrustYes
2004: S & D MANAGEMENT, INC. PROFIT SHARING PLAN & TRUST 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedYes
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – TrustYes
2004-01-01Plan benefit arrangement - TrustYes

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