401k Plan data: SMITH & MONROE & GRAY 401K RETIREMENT PLAN plan

SMITH & MONROE & GRAY 401K RETIREMENT PLAN 401k Plan overview

Plan Name	SMITH & MONROE & GRAY 401K RETIREMENT PLAN
Plan identification number	001

SMITH & MONROE & GRAY 401K RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

SMITH MONROE GRAY ENGINEERS INC has sponsored the creation of one or more 401k plans.

Company Name: SMITH MONROE GRAY ENGINEERS INC

Employer identification number (EIN): 930593065

NAIC Classification: 541330
NAIC Description: Engineering Services

Additional information about SMITH MONROE GRAY ENGINEERS INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 1152339

More information about SMITH MONROE GRAY ENGINEERS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & MONROE & GRAY 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 COLEEN MERRISS
001 2016-01-01 COLEEN MERRISS 2017-05-30
001 2015-01-01 COLEEN MERRISS 2016-06-21
001 2014-01-01 COLEEN MERRISS 2016-06-20
001 2014-01-01 COLEEN MERRISS 2015-07-14
001 2013-01-01 COLEEN MERRISS 2014-06-25
001 2012-01-01 COLEEN MERRISS 2013-06-17
001 2011-01-01 COLEEN MERRISS 2012-10-04
001 2010-01-01 COLEEN MERRISS 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	COLEEN MERRISS
001	2016-01-01	COLEEN MERRISS	2017-05-30
001	2015-01-01	COLEEN MERRISS	2016-06-21
001	2014-01-01	COLEEN MERRISS	2016-06-20
001	2014-01-01	COLEEN MERRISS	2015-07-14
001	2013-01-01	COLEEN MERRISS	2014-06-25
001	2012-01-01	COLEEN MERRISS	2013-06-17
001	2011-01-01	COLEEN MERRISS	2012-10-04
001	2010-01-01	COLEEN MERRISS	2011-07-19

Plan Statistics for SMITH & MONROE & GRAY 401K RETIREMENT PLAN

401k plan membership statisitcs for SMITH & MONROE & GRAY 401K RETIREMENT PLAN

Measure Date Value
2023: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 35
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 8
Total of all active and inactive participants 2023-01-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 44
Number of participants with account balances 2023-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 29
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 38
Number of participants with account balances 2022-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 39
Number of participants with account balances 2021-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 28
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 10
Total of all active and inactive participants 2020-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 38
Number of participants with account balances 2020-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 29
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 38
Number of participants with account balances 2019-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 27
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 35
Number of participants with account balances 2018-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 26
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 33
Number of participants with account balances 2017-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	35
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	8
Total of all active and inactive participants	2023-01-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	44
Number of participants with account balances	2023-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	29
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	38
Number of participants with account balances	2022-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	39
Number of participants with account balances	2021-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	28
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	10
Total of all active and inactive participants	2020-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	38
Number of participants with account balances	2020-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	29
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	38
Number of participants with account balances	2019-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	27
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	35
Number of participants with account balances	2018-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	26
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	33
Number of participants with account balances	2017-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on SMITH & MONROE & GRAY 401K RETIREMENT PLAN

Measure	Date	Value
2023 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$1,639,454
Expenses. Total of all expenses incurred	2023-12-31	$234,658
Benefits paid (including direct rollovers)	2023-12-31	$206,304
Total plan assets at end of year	2023-12-31	$6,855,283
Total plan assets at beginning of year	2023-12-31	$5,450,487
Value of fidelity bond covering the plan	2023-12-31	$500,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$423,818
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$9,717
Other income received	2023-12-31	$1,141,877
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$1,404,796
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$6,855,283
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$5,450,487
Assets. Value of participant loans	2023-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$64,042
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$679
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$27,675
2022 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-804,015
Expenses. Total of all expenses incurred	2022-12-31	$488,265
Benefits paid (including direct rollovers)	2022-12-31	$459,431
Total plan assets at end of year	2022-12-31	$5,450,487
Total plan assets at beginning of year	2022-12-31	$6,742,767
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$381,416
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$3,769
Other income received	2022-12-31	$-1,246,346
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,292,280
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$5,450,487
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$6,742,767
Assets. Value of participant loans	2022-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$57,146
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$956
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$27,878
2021 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,460,007
Expenses. Total of all expenses incurred	2021-12-31	$2,281,309
Benefits paid (including direct rollovers)	2021-12-31	$2,246,316
Total plan assets at end of year	2021-12-31	$6,742,767
Total plan assets at beginning of year	2021-12-31	$7,564,069
Value of fidelity bond covering the plan	2021-12-31	$500,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$335,226
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$45,021
Other income received	2021-12-31	$1,021,365
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-821,302
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$6,742,767
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,564,069
Assets. Value of participant loans	2021-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$58,395
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,993
2020 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,490,753
Expenses. Total of all expenses incurred	2020-12-31	$408,521
Benefits paid (including direct rollovers)	2020-12-31	$362,362
Total plan assets at end of year	2020-12-31	$7,564,069
Total plan assets at beginning of year	2020-12-31	$6,481,837
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$359,910
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$1,075,269
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$1,082,232
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,564,069
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,481,837
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$55,574
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$46,159
2019 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,652,161
Expenses. Total of all expenses incurred	2019-12-31	$81,825
Benefits paid (including direct rollovers)	2019-12-31	$27,525
Total plan assets at end of year	2019-12-31	$6,481,837
Total plan assets at beginning of year	2019-12-31	$4,911,501
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$322,788
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,268,761
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,570,336
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,481,837
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$4,911,501
Assets. Value of participant loans	2019-12-31	$2,519
Total contributions received or receivable from employer(s)	2019-12-31	$60,612
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$15,416
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$38,884
2018 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$45,561
Expenses. Total of all expenses incurred	2018-12-31	$69,238
Benefits paid (including direct rollovers)	2018-12-31	$33,817
Total plan assets at end of year	2018-12-31	$4,911,501
Total plan assets at beginning of year	2018-12-31	$4,935,178
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$319,068
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-326,087
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-23,677
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$4,911,501
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,935,178
Assets. Value of participant loans	2018-12-31	$1,827
Total contributions received or receivable from employer(s)	2018-12-31	$52,580
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$35,421
2017 : SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$993,061
Expenses. Total of all expenses incurred	2017-12-31	$10,272
Benefits paid (including direct rollovers)	2017-12-31	$1,376
Total plan assets at end of year	2017-12-31	$4,935,178
Total plan assets at beginning of year	2017-12-31	$3,952,389
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$288,877
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$704,184
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$982,789
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,935,178
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,952,389
Assets. Value of participant loans	2017-12-31	$6,157
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,896

Form 5500 Responses for SMITH & MONROE & GRAY 401K RETIREMENT PLAN

2023: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 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: SMITH & MONROE & GRAY 401K RETIREMENT PLAN 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

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Company Name:	SMITH MONROE GRAY ENGINEERS INC
Employer identification number (EIN):	930593065
NAIC Classification:	541330
NAIC Description:	Engineering Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	1152339