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SURE FIT INC. UNION 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSURE FIT INC. UNION 401(K) SAVINGS PLAN
Plan identification number 003

SURE FIT INC. UNION 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SURE FIT INC. has sponsored the creation of one or more 401k plans.

Company Name:SURE FIT INC.
Employer identification number (EIN):271533566
NAIC Classification:424990
NAIC Description:Other Miscellaneous Nondurable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SURE FIT INC. UNION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01KELLY GEORGE2022-10-17
0032020-01-01KELLY GEORGE2021-10-08
0032019-01-01KELLY GEORGE2020-10-14 KELLY GEORGE2020-10-14
0032018-01-01KELLY GEORGE2019-10-09 KELLY GEORGE2019-10-09
0032017-01-01KELLY GEORGE2018-07-12 KELLY GEORGE2018-07-12
0032016-01-01SHARANDA JONES2017-05-03 SHARANDA JONES2017-05-03
0032015-01-01JENNIFER WENTZ2016-07-21 JENNIFER WENTZ2016-07-21
0032014-01-01JENNIFER WENTZ2015-07-24 JENNIFER WENTZ2015-07-24
0032013-01-01JENNIFER WENTZ JENNIFER WENTZ2014-07-29
0032012-01-01JENNIFER WENTZ JENNIFER WENTZ2013-09-25
0032011-01-01JOHN NUCERO JOHN NUCERO2012-10-05
0032010-01-01JOHN NUCERO

Plan Statistics for SURE FIT INC. UNION 401(K) SAVINGS PLAN

401k plan membership statisitcs for SURE FIT INC. UNION 401(K) SAVINGS PLAN

Measure Date Value
2013: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0172
Total number of active participants reported on line 7a of the Form 55002013-01-0150
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0118
Total of all active and inactive participants2013-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0168
Number of participants with account balances2013-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0172
Total number of active participants reported on line 7a of the Form 55002012-01-0152
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0172
Number of participants with account balances2012-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0172
Number of participants with account balances2011-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0178
Total number of active participants reported on line 7a of the Form 55002010-01-0152
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0173
Number of participants with account balances2010-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on SURE FIT INC. UNION 401(K) SAVINGS PLAN

Measure Date Value
2013 : SURE FIT INC. UNION 401(K) SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$169,231
Expenses. Total of all expenses incurred2013-12-31$171,541
Benefits paid (including direct rollovers)2013-12-31$170,135
Total plan assets at end of year2013-12-31$1,200,685
Total plan assets at beginning of year2013-12-31$1,202,995
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$30,632
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$103,123
Net income (gross income less expenses)2013-12-31$-2,310
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,200,685
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,202,995
Assets. Value of participant loans2013-12-31$51,065
Total contributions received or receivable from employer(s)2013-12-31$35,476
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,406
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SURE FIT INC. UNION 401(K) SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$123,664
Expenses. Total of all expenses incurred2012-12-31$33,888
Benefits paid (including direct rollovers)2012-12-31$32,645
Total plan assets at end of year2012-12-31$1,202,995
Total plan assets at beginning of year2012-12-31$1,113,219
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$28,914
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$2,500
Other income received2012-12-31$57,514
Net income (gross income less expenses)2012-12-31$89,776
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,202,995
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,113,219
Assets. Value of participant loans2012-12-31$60,235
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022012-12-31$23,162
Total contributions received or receivable from employer(s)2012-12-31$34,736
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : SURE FIT INC. UNION 401(K) SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$84,561
Expenses. Total of all expenses incurred2011-12-31$115,764
Benefits paid (including direct rollovers)2011-12-31$111,143
Total plan assets at end of year2011-12-31$1,113,219
Total plan assets at beginning of year2011-12-31$1,144,422
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$24,922
Expenses. Other expenses not covered elsewhere2011-12-31$3,190
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$32,118
Net income (gross income less expenses)2011-12-31$-31,203
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,113,219
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,144,422
Assets. Value of participant loans2011-12-31$52,053
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022011-12-31$23,162
Total contributions received or receivable from employer(s)2011-12-31$27,521
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$1,431
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SURE FIT INC. UNION 401(K) SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$103,938
Expenses. Total of all expenses incurred2010-12-31$54,786
Benefits paid (including direct rollovers)2010-12-31$49,491
Total plan assets at end of year2010-12-31$1,144,422
Total plan assets at beginning of year2010-12-31$1,095,116
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$22,478
Expenses. Other expenses not covered elsewhere2010-12-31$3,975
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$55,833
Net income (gross income less expenses)2010-12-31$49,152
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,144,422
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,095,116
Assets. Value of participant loans2010-12-31$52,949
Total contributions received or receivable from employer(s)2010-12-31$25,627
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,320
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SURE FIT INC. UNION 401(K) SAVINGS PLAN

2013: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SURE FIT INC. UNION 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SURE FIT INC. UNION 401(K) SAVINGS PLAN 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 planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9610
Policy instance 1
Insurance contract or identification numberSF 9610
Number of Individuals Covered68
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9610
Policy instance 1
Insurance contract or identification numberSF 9610
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9610
Policy instance 1
Insurance contract or identification numberSF 9610
Number of Individuals Covered72
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 9610
Policy instance 1
Insurance contract or identification numberSF 9610
Number of Individuals Covered73
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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