401k Plan data: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN plan

SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN
Plan identification number	002

SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPECIALTY MACHINES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPECIALTY MACHINES, INC.

Employer identification number (EIN): 310520894

NAIC Classification: 332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ERIC HOLTERMAN
002 2017-01-01 ERIC HOLTERMAN
002 2017-01-01 ERIC HOLTERMAN
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01 WENDY POLLEY 2014-07-27
002 2012-01-01 DONNA J SUESS 2013-09-27
002 2011-01-01 DONNA J SUESS 2012-04-09
002 2010-01-01 DONNA J SUESS 2011-04-27
002 2009-01-01 DONNA J SUESS

Plan Statistics for SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2023: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 66
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 69
Number of participants with account balances 2023-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 73
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 4
Total of all active and inactive participants 2022-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 77
Number of participants with account balances 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 70
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 62
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
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 2
Total of all active and inactive participants 2020-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 65
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 59
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 62
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 57
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 58
Number of participants with account balances 2018-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 48
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 1
Total of all active and inactive participants 2017-01-01 49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 49
Number of participants with account balances 2017-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2009: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 37
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2023: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	66
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	69
Number of participants with account balances	2023-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	73
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	4
Total of all active and inactive participants	2022-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	77
Number of participants with account balances	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	70
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	62
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
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	2
Total of all active and inactive participants	2020-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	65
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	59
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	62
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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	57
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	58
Number of participants with account balances	2018-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	48
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	1
Total of all active and inactive participants	2017-01-01	49
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	49
Number of participants with account balances	2017-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2009: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	37
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2023 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$981,211
Expenses. Total of all expenses incurred	2023-12-31	$281,567
Benefits paid (including direct rollovers)	2023-12-31	$278,237
Total plan assets at end of year	2023-12-31	$3,955,768
Total plan assets at beginning of year	2023-12-31	$3,256,124
Value of fidelity bond covering the plan	2023-12-31	$500,000
Total contributions received or receivable from participants	2023-12-31	$208,170
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$77,925
Other income received	2023-12-31	$597,389
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$699,644
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$3,955,768
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$3,256,124
Assets. Value of participant loans	2023-12-31	$35,394
Total contributions received or receivable from employer(s)	2023-12-31	$97,727
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$3,330
2022 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$-413,201
Expenses. Total of all expenses incurred	2022-12-31	$254,484
Benefits paid (including direct rollovers)	2022-12-31	$251,332
Total plan assets at end of year	2022-12-31	$3,256,124
Total plan assets at beginning of year	2022-12-31	$3,923,809
Value of fidelity bond covering the plan	2022-12-31	$380,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$200,755
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	$12,575
Other income received	2022-12-31	$-719,479
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-667,685
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,256,124
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$3,923,809
Assets. Value of participant loans	2022-12-31	$43,574
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
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	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	$92,948
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$3,152
2021 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$723,993
Expenses. Total of all expenses incurred	2021-12-31	$167,156
Benefits paid (including direct rollovers)	2021-12-31	$162,216
Total plan assets at end of year	2021-12-31	$3,923,809
Total plan assets at beginning of year	2021-12-31	$3,366,972
Value of fidelity bond covering the plan	2021-12-31	$360,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$191,429
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	$0
Other income received	2021-12-31	$443,722
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$556,837
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$3,923,809
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,366,972
Assets. Value of participant loans	2021-12-31	$6,242
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
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	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	$88,842
Value of certain deemed distributions of participant loans	2021-12-31	$2,084
Value of corrective distributions	2021-12-31	$17
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,839
2020 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$765,425
Expenses. Total of all expenses incurred	2020-12-31	$170,945
Benefits paid (including direct rollovers)	2020-12-31	$168,905
Total plan assets at end of year	2020-12-31	$3,366,972
Total plan assets at beginning of year	2020-12-31	$2,772,492
Value of fidelity bond covering the plan	2020-12-31	$360,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$175,260
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	$513,399
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$594,480
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,366,972
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,772,492
Assets. Value of participant loans	2020-12-31	$12,402
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
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	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	$76,766
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	$2,040
2019 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$765,686
Expenses. Total of all expenses incurred	2019-12-31	$493,634
Benefits paid (including direct rollovers)	2019-12-31	$492,231
Total plan assets at end of year	2019-12-31	$2,772,492
Total plan assets at beginning of year	2019-12-31	$2,500,440
Value of fidelity bond covering the plan	2019-12-31	$265,000
Total contributions received or receivable from participants	2019-12-31	$145,921
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$29,908
Other income received	2019-12-31	$512,887
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$272,052
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,772,492
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,500,440
Assets. Value of participant loans	2019-12-31	$20,750
Total contributions received or receivable from employer(s)	2019-12-31	$76,970
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,403
2018 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$51,967
Expenses. Total of all expenses incurred	2018-12-31	$234,853
Benefits paid (including direct rollovers)	2018-12-31	$233,190
Total plan assets at end of year	2018-12-31	$2,500,440
Total plan assets at beginning of year	2018-12-31	$2,683,326
Value of fidelity bond covering the plan	2018-12-31	$265,000
Total contributions received or receivable from participants	2018-12-31	$142,296
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	$-164,248
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-182,886
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,500,440
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,683,326
Assets. Value of participant loans	2018-12-31	$22,534
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	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$73,919
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	$1,663
2017 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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	$569,006
Expenses. Total of all expenses incurred	2017-12-31	$25,079
Benefits paid (including direct rollovers)	2017-12-31	$18,100
Total plan assets at end of year	2017-12-31	$2,683,326
Total plan assets at beginning of year	2017-12-31	$2,139,399
Value of fidelity bond covering the plan	2017-12-31	$230,000
Total contributions received or receivable from participants	2017-12-31	$134,334
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$3,956
Other income received	2017-12-31	$363,273
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$543,927
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,683,326
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,139,399
Assets. Value of participant loans	2017-12-31	$27,046
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	$67,443
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	$6,979
2009 : SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN

2023: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING 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
2009: SPECIALTY MACHINES, INC. AND SPECIALTY PACKAGING & DISTRIBUTION, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SPECIALTY MACHINES, INC.
Employer identification number (EIN):	310520894
NAIC Classification:	332700