SNAVELY MACHINE & MANUFACTURING, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SNAVELY MACHINE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2022 : SNAVELY MACHINE RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $82,610 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $233,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $229,706 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $346,920 |
| Value of total assets at end of year | 2022-12-31 | $1,689,273 |
| Value of total assets at beginning of year | 2022-12-31 | $1,840,164 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,795 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $29,252 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $29,252 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $150,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $212,634 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-150,891 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,689,273 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,840,164 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,689,273 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,840,164 |
| Interest on participant loans | 2022-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-293,562 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $134,286 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $229,706 |
| Contract administrator fees | 2022-12-31 | $3,795 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BARNES & DENNIG |
| Accountancy firm EIN | 2022-12-31 | 311119890 |
| 2021 : SNAVELY MACHINE RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $540,182 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $78,794 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $75,092 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $361,966 |
| Value of total assets at end of year | 2021-12-31 | $1,840,164 |
| Value of total assets at beginning of year | 2021-12-31 | $1,378,776 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,702 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $25,496 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $25,496 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $218,366 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $461,388 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,840,164 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,378,776 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,840,164 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,378,776 |
| Interest on participant loans | 2021-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $152,720 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $143,600 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $75,092 |
| Contract administrator fees | 2021-12-31 | $3,702 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | BARNES & DENNIG |
| Accountancy firm EIN | 2021-12-31 | 311119890 |
| 2020 : SNAVELY MACHINE RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $458,384 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $218,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $212,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $287,116 |
| Value of total assets at end of year | 2020-12-31 | $1,378,776 |
| Value of total assets at beginning of year | 2020-12-31 | $1,139,162 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,092 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $19,017 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $19,017 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $178,565 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $239,614 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,378,776 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,139,162 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,378,776 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,134,545 |
| Interest on participant loans | 2020-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,617 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,617 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $152,251 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $108,551 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $212,678 |
| Contract administrator fees | 2020-12-31 | $6,092 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BARNES & DENNIG |
| Accountancy firm EIN | 2020-12-31 | 311119890 |
| 2019 : SNAVELY MACHINE RETIREMENT PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $471,629 |
| Total income from all sources (including contributions) | 2019-12-31 | $471,629 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $102,429 |
| Total of all expenses incurred | 2019-12-31 | $102,429 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $96,590 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $96,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $283,441 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $283,441 |
| Value of total assets at end of year | 2019-12-31 | $1,139,162 |
| Value of total assets at end of year | 2019-12-31 | $1,139,162 |
| Value of total assets at beginning of year | 2019-12-31 | $769,962 |
| Value of total assets at beginning of year | 2019-12-31 | $769,962 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,839 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $24,293 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $24,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $24,293 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $24,293 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| Value of fidelity bond cover | 2019-12-31 | $100,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $171,864 |
| Contributions received from participants | 2019-12-31 | $171,864 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $369,200 |
| Value of net income/loss | 2019-12-31 | $369,200 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,139,162 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $769,962 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $769,962 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,134,545 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,134,545 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $769,962 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $769,962 |
| Interest on participant loans | 2019-12-31 | $0 |
| Interest on participant loans | 2019-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,617 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,617 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $163,895 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $163,895 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $111,577 |
| Contributions received in cash from employer | 2019-12-31 | $111,577 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $96,590 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $96,590 |
| Contract administrator fees | 2019-12-31 | $5,839 |
| Contract administrator fees | 2019-12-31 | $5,839 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BARNES & DENNIG |
| Accountancy firm name | 2019-12-31 | BARNES & DENNIG |
| Accountancy firm EIN | 2019-12-31 | 311119890 |
| Accountancy firm EIN | 2019-12-31 | 311119890 |
