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SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES 401k Plan overview

Plan NameSMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES
Plan identification number 004

SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES 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.
  • 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

SMITH & LOVELESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & LOVELESS, INC.
Employer identification number (EIN):480924021
NAIC Classification:333900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KEN HARTMAN2024-05-29 KEN HARTMAN2024-05-29
0042022-01-01KEN HARTMAN2023-07-13 KEN HARTMAN2023-07-13
0042021-01-01KEN HARTMAN2022-07-15 KEN HARTMAN2022-07-15
0042020-01-01FRANK REBORI2021-07-15 FRANK REBORI2021-07-15
0042019-01-01FRANK REBORI2020-07-15 FRANK REBORI2020-07-15
0042018-01-01FRANK REBORI2019-07-31 FRANK REBORI2019-07-31
0042017-01-01JAY LINDER2018-09-14 JAY LINDER2018-09-14
0042016-01-01DAVID FERBEZAR2017-10-03 DAVID FERBEZAR2017-10-03
0042015-01-01DAVID FERBEZAR2016-07-18 DAVID FERBEZAR2016-07-18
0042014-01-01DAVID FERBEZAR2015-10-05 DAVID FERBEZAR2015-10-05
0042013-01-01DAVID FERBEZAR2014-10-09 DAVID FERBEZAR2014-10-09
0042012-01-01DAVID FERBEZAR2013-10-03 DAVID FERBEZAR2013-10-03
0042011-01-01DAVID B FERBEZAR
0042010-01-01DAVID FERBEZAR2011-08-09 DAVID FERBEZAR2011-08-09

Plan Statistics for SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

401k plan membership statisitcs for SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2011: SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-0179
Total number of active participants reported on line 7a of the Form 55002011-01-0170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0179
Number of participants with account balances2011-01-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

Measure Date Value
2011 : SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$111,906
Expenses. Total of all expenses incurred2011-12-31$124,211
Benefits paid (including direct rollovers)2011-12-31$124,211
Total plan assets at end of year2011-12-31$1,025,396
Total plan assets at beginning of year2011-12-31$1,037,700
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$68,081
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$6,565
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-12,305
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,025,396
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,037,700
Assets. Value of participant loans2011-12-31$42,872
Total contributions received or receivable from employer(s)2011-12-31$37,260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0

Form 5500 Responses for SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES

2011: SMITH & LOVELESS, INC. RETIREMENT SAVINGS PLAN FOR HOURLY PAID EMPLOYEES 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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