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SPECIALMADE 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSPECIALMADE 401(K) PROFIT SHARING PLAN
Plan identification number 001

SPECIALMADE 401(K) PROFIT SHARING 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.
  • 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

SPECIALMADE GOODS & SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SPECIALMADE GOODS & SERVICES
Employer identification number (EIN):541821456
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIALMADE 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01DEE DEE SHILEY2022-07-19 JOHN ORNDORFF2022-07-19
0012020-01-01DEANNA SHILEY2021-07-30 JOHN M ORNDORFF2021-07-30
0012019-01-01DEE DEE SHILEY2020-07-27 MITCH ORNDORFF2020-07-27
0012018-01-01DEANNA SHILEY2019-07-12 JOHN ORNDORFF2019-07-12
0012017-01-01DEANNA SHILEY2018-07-25 J. MITCHELL ORNDORFF2018-07-25
0012016-01-01DEANNA SHILEY2017-07-20 MITCH ORNDORFF2017-07-20
0012015-01-01DEANNA SHILEY2016-07-21 JOHN ORNDORFF2016-07-21
0012014-01-01DEANNA SHILEY JOHN ORNDORFF2015-07-23
0012013-01-01DEANNA SHILEY JOHN ORNDORFF2014-07-24
0012012-01-01DEANNA SHILEY JOHN ORNDORFF2013-07-29
0012011-01-01DEANNA SHILEY JOHN ORNDORFF2012-07-31
0012010-01-01DEANNA SHILEY2011-10-17
0012009-01-01DEANNA SHILEY JOHN ORNDORFF2010-10-06

Plan Statistics for SPECIALMADE 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SPECIALMADE 401(K) PROFIT SHARING PLAN

Measure Date Value
2014: SPECIALMADE 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0139
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0135
Number of participants with account balances2014-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SPECIALMADE 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0136
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SPECIALMADE 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-0131
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0140
Number of participants with account balances2012-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SPECIALMADE 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SPECIALMADE 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0134
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0134
Number of participants with account balances2010-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SPECIALMADE 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0131
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0125
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SPECIALMADE 401(K) PROFIT SHARING PLAN

Measure Date Value
2014 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$306,023
Expenses. Total of all expenses incurred2014-12-31$21,951
Benefits paid (including direct rollovers)2014-12-31$21,761
Total plan assets at end of year2014-12-31$2,633,935
Total plan assets at beginning of year2014-12-31$2,349,863
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$148,036
Expenses. Other expenses not covered elsewhere2014-12-31$190
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$106,267
Net income (gross income less expenses)2014-12-31$284,072
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,633,935
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,349,863
Assets. Value of participant loans2014-12-31$0
Total contributions received or receivable from employer(s)2014-12-31$51,720
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$562,526
Expenses. Total of all expenses incurred2013-12-31$28,918
Benefits paid (including direct rollovers)2013-12-31$28,443
Total plan assets at end of year2013-12-31$2,349,862
Total plan assets at beginning of year2013-12-31$1,816,254
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$145,886
Expenses. Other expenses not covered elsewhere2013-12-31$475
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$365,015
Net income (gross income less expenses)2013-12-31$533,608
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,349,862
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,816,254
Assets. Value of participant loans2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$51,625
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$5
Total income from all sources2012-12-31$375,036
Expenses. Total of all expenses incurred2012-12-31$4,037
Benefits paid (including direct rollovers)2012-12-31$3,639
Total plan assets at end of year2012-12-31$1,816,254
Total plan assets at beginning of year2012-12-31$1,445,250
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$131,598
Expenses. Other expenses not covered elsewhere2012-12-31$398
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$200,083
Net income (gross income less expenses)2012-12-31$370,999
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,816,254
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,445,250
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$43,355
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$1
Total income from all sources2011-12-31$126,844
Expenses. Total of all expenses incurred2011-12-31$39,720
Benefits paid (including direct rollovers)2011-12-31$39,328
Total plan assets at end of year2011-12-31$1,445,250
Total plan assets at beginning of year2011-12-31$1,358,125
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$129,898
Expenses. Other expenses not covered elsewhere2011-12-31$392
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-45,178
Net income (gross income less expenses)2011-12-31$87,124
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,445,250
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,358,125
Assets. Value of participant loans2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$42,124
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$290,546
Expenses. Total of all expenses incurred2010-12-31$8,753
Benefits paid (including direct rollovers)2010-12-31$8,393
Total plan assets at end of year2010-12-31$1,358,125
Total plan assets at beginning of year2010-12-31$1,076,332
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$124,933
Expenses. Other expenses not covered elsewhere2010-12-31$360
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$120,935
Net income (gross income less expenses)2010-12-31$281,793
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,358,125
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,076,332
Assets. Value of participant loans2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$44,678
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : SPECIALMADE 401(K) PROFIT SHARING PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for SPECIALMADE 401(K) PROFIT SHARING PLAN

2014: SPECIALMADE 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SPECIALMADE 401(K) PROFIT SHARING 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SPECIALMADE 401(K) PROFIT SHARING 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SPECIALMADE 401(K) PROFIT SHARING 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SPECIALMADE 401(K) PROFIT SHARING 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SPECIALMADE 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819802
Policy instance 1
Insurance contract or identification numberGA-819802
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,251
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
Commission paid to Insurance BrokerUSD $7,251
Insurance broker organization code?3
Insurance broker nameEDWARD D JONES & CO L P.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819802
Policy instance 1
Insurance contract or identification numberGA-819802
Number of Individuals Covered33
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,214
Total amount of fees paid to insurance companyUSD $1,410
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-819802
Policy instance 1
Insurance contract or identification numberGA-819802
Number of Individuals Covered34
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,508
Total amount of fees paid to insurance companyUSD $563
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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