401k Plan data: SHERMAN LOEHR 401K PLAN & TRUST plan

SHERMAN LOEHR 401K PLAN & TRUST 401k Plan overview

Plan Name	SHERMAN LOEHR 401K PLAN & TRUST
Plan identification number	001

SHERMAN LOEHR 401K PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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.
Life insurance

401k Sponsoring company profile

SHERMAN LOEHR CUSTOM TILE WORKS INC has sponsored the creation of one or more 401k plans.

Company Name: SHERMAN LOEHR CUSTOM TILE WORKS INC

Employer identification number (EIN): 680037097

NAIC Classification: 238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHERMAN LOEHR 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 JAMES P LOEHR 2023-11-29 JAMES P LOEHR 2023-11-29
001 2021-10-01 JAMES P. LOEHR 2022-11-14
001 2020-10-01 JAMES P LOEHR 2021-12-17 JAMES P LOEHR 2021-12-17
001 2019-10-01 JAMES P. LOEHR 2021-01-20 JAMES P. LOEHR 2021-01-20
001 2018-10-01 JAMES P. LOEHR 2019-12-06 JAMES P. LOEHR 2019-12-06
001 2017-10-01
001 2016-10-01
001 2015-10-01
001 2014-10-01
001 2013-10-01
001 2012-10-01 JAMES LOEHR JAMES LOEHR 2013-12-03
001 2011-10-01 JAMES LOEHR JAMES LOEHR 2012-12-17
001 2009-10-01 ASSOCIATED PENSION CONSULTANTS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	JAMES P LOEHR	2023-11-29	JAMES P LOEHR	2023-11-29
001	2021-10-01	JAMES P. LOEHR	2022-11-14
001	2020-10-01	JAMES P LOEHR	2021-12-17	JAMES P LOEHR	2021-12-17
001	2019-10-01	JAMES P. LOEHR	2021-01-20	JAMES P. LOEHR	2021-01-20
001	2018-10-01	JAMES P. LOEHR	2019-12-06	JAMES P. LOEHR	2019-12-06
001	2017-10-01
001	2016-10-01
001	2015-10-01
001	2014-10-01
001	2013-10-01
001	2012-10-01	JAMES LOEHR		JAMES LOEHR	2013-12-03
001	2011-10-01	JAMES LOEHR		JAMES LOEHR	2012-12-17
001	2009-10-01	ASSOCIATED PENSION CONSULTANTS

Plan Statistics for SHERMAN LOEHR 401K PLAN & TRUST

401k plan membership statisitcs for SHERMAN LOEHR 401K PLAN & TRUST

Measure Date Value
2022: SHERMAN LOEHR 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-10-01 19
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 10
Number of retired or separated participants receiving benefits 2022-10-01 0
Number of other retired or separated participants entitled to future benefits 2022-10-01 6
Total of all active and inactive participants 2022-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 0
Total participants 2022-10-01 16
Number of participants with account balances 2022-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
2021: SHERMAN LOEHR 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 14
Number of retired or separated participants receiving benefits 2021-10-01 0
Number of other retired or separated participants entitled to future benefits 2021-10-01 3
Total of all active and inactive participants 2021-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 17
Number of participants with account balances 2021-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 1
2020: SHERMAN LOEHR 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-10-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 15
Number of retired or separated participants receiving benefits 2020-10-01 0
Number of other retired or separated participants entitled to future benefits 2020-10-01 2
Total of all active and inactive participants 2020-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 17
Number of participants with account balances 2020-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
2019: SHERMAN LOEHR 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-10-01 32
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 15
Number of retired or separated participants receiving benefits 2019-10-01 0
Number of other retired or separated participants entitled to future benefits 2019-10-01 8
Total of all active and inactive participants 2019-10-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 23
Number of participants with account balances 2019-10-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
2018: SHERMAN LOEHR 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-10-01 28
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 27
Number of retired or separated participants receiving benefits 2018-10-01 0
Number of other retired or separated participants entitled to future benefits 2018-10-01 2
Total of all active and inactive participants 2018-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-10-01 0
Total participants 2018-10-01 29
Number of participants with account balances 2018-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-10-01 0
2017: SHERMAN LOEHR 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-10-01 29
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 28
Number of retired or separated participants receiving benefits 2017-10-01 0
Number of other retired or separated participants entitled to future benefits 2017-10-01 1
Total of all active and inactive participants 2017-10-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-10-01 0
Total participants 2017-10-01 29
Number of participants with account balances 2017-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-10-01 0
2016: SHERMAN LOEHR 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-10-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 29
Number of retired or separated participants receiving benefits 2016-10-01 0
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 30
Number of participants with account balances 2016-10-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: SHERMAN LOEHR 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 22
Number of retired or separated participants receiving benefits 2015-10-01 0
Number of other retired or separated participants entitled to future benefits 2015-10-01 0
Total of all active and inactive participants 2015-10-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 22
Number of participants with account balances 2015-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: SHERMAN LOEHR 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-10-01 21
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 19
Number of retired or separated participants receiving benefits 2014-10-01 0
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 20
Number of participants with account balances 2014-10-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: SHERMAN LOEHR 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-10-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 19
Number of retired or separated participants receiving benefits 2013-10-01 0
Number of other retired or separated participants entitled to future benefits 2013-10-01 0
Total of all active and inactive participants 2013-10-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 19
Number of participants with account balances 2013-10-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: SHERMAN LOEHR 401K PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 21
Number of retired or separated participants receiving benefits 2012-10-01 0
Number of other retired or separated participants entitled to future benefits 2012-10-01 2
Total of all active and inactive participants 2012-10-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 23
Number of participants with account balances 2012-10-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: SHERMAN LOEHR 401K PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-10-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 19
Number of retired or separated participants receiving benefits 2011-10-01 0
Number of other retired or separated participants entitled to future benefits 2011-10-01 2
Total of all active and inactive participants 2011-10-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 21
Number of participants with account balances 2011-10-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 1
2009: SHERMAN LOEHR 401K PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-10-01 22
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 21
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 4
Total of all active and inactive participants 2009-10-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 25
Number of participants with account balances 2009-10-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 0

Measure	Date	Value
2022: SHERMAN LOEHR 401K PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-10-01	19
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	10
Number of retired or separated participants receiving benefits	2022-10-01	0
Number of other retired or separated participants entitled to future benefits	2022-10-01	6
Total of all active and inactive participants	2022-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	0
Total participants	2022-10-01	16
Number of participants with account balances	2022-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
2021: SHERMAN LOEHR 401K PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	14
Number of retired or separated participants receiving benefits	2021-10-01	0
Number of other retired or separated participants entitled to future benefits	2021-10-01	3
Total of all active and inactive participants	2021-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	17
Number of participants with account balances	2021-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	1
2020: SHERMAN LOEHR 401K PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-10-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	15
Number of retired or separated participants receiving benefits	2020-10-01	0
Number of other retired or separated participants entitled to future benefits	2020-10-01	2
Total of all active and inactive participants	2020-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	17
Number of participants with account balances	2020-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
2019: SHERMAN LOEHR 401K PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-10-01	32
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	15
Number of retired or separated participants receiving benefits	2019-10-01	0
Number of other retired or separated participants entitled to future benefits	2019-10-01	8
Total of all active and inactive participants	2019-10-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	23
Number of participants with account balances	2019-10-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
2018: SHERMAN LOEHR 401K PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-10-01	28
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	27
Number of retired or separated participants receiving benefits	2018-10-01	0
Number of other retired or separated participants entitled to future benefits	2018-10-01	2
Total of all active and inactive participants	2018-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-10-01	0
Total participants	2018-10-01	29
Number of participants with account balances	2018-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-10-01	0
2017: SHERMAN LOEHR 401K PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-10-01	29
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	28
Number of retired or separated participants receiving benefits	2017-10-01	0
Number of other retired or separated participants entitled to future benefits	2017-10-01	1
Total of all active and inactive participants	2017-10-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-10-01	0
Total participants	2017-10-01	29
Number of participants with account balances	2017-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-10-01	0
2016: SHERMAN LOEHR 401K PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-10-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	29
Number of retired or separated participants receiving benefits	2016-10-01	0
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	30
Number of participants with account balances	2016-10-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: SHERMAN LOEHR 401K PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	22
Number of retired or separated participants receiving benefits	2015-10-01	0
Number of other retired or separated participants entitled to future benefits	2015-10-01	0
Total of all active and inactive participants	2015-10-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	22
Number of participants with account balances	2015-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: SHERMAN LOEHR 401K PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-10-01	21
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	19
Number of retired or separated participants receiving benefits	2014-10-01	0
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	20
Number of participants with account balances	2014-10-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: SHERMAN LOEHR 401K PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-10-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	19
Number of retired or separated participants receiving benefits	2013-10-01	0
Number of other retired or separated participants entitled to future benefits	2013-10-01	0
Total of all active and inactive participants	2013-10-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	19
Number of participants with account balances	2013-10-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: SHERMAN LOEHR 401K PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	21
Number of retired or separated participants receiving benefits	2012-10-01	0
Number of other retired or separated participants entitled to future benefits	2012-10-01	2
Total of all active and inactive participants	2012-10-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	23
Number of participants with account balances	2012-10-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: SHERMAN LOEHR 401K PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-10-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	19
Number of retired or separated participants receiving benefits	2011-10-01	0
Number of other retired or separated participants entitled to future benefits	2011-10-01	2
Total of all active and inactive participants	2011-10-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	21
Number of participants with account balances	2011-10-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	1
2009: SHERMAN LOEHR 401K PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-10-01	22
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	21
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	4
Total of all active and inactive participants	2009-10-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	25
Number of participants with account balances	2009-10-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	0

Financial Data on SHERMAN LOEHR 401K PLAN & TRUST

Measure	Date	Value
2023 : SHERMAN LOEHR 401K PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-09-30	$0
Total plan liabilities at beginning of year	2023-09-30	$0
Total income from all sources	2023-09-30	$979,551
Expenses. Total of all expenses incurred	2023-09-30	$133,844
Benefits paid (including direct rollovers)	2023-09-30	$80,326
Total plan assets at end of year	2023-09-30	$6,482,119
Total plan assets at beginning of year	2023-09-30	$5,636,412
Value of fidelity bond covering the plan	2023-09-30	$500,000
Total contributions received or receivable from participants	2023-09-30	$46,580
Other income received	2023-09-30	$901,446
Net income (gross income less expenses)	2023-09-30	$845,707
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$6,482,119
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$5,636,412
Assets. Value of participant loans	2023-09-30	$30,505
Assets. Value of assets in partnership/joint-venture interests	2023-09-30	$279,307
Total contributions received or receivable from employer(s)	2023-09-30	$31,525
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$53,518
2022 : SHERMAN LOEHR 401K PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-09-30	$0
Total plan liabilities at beginning of year	2022-09-30	$0
Total income from all sources	2022-09-30	$-798,673
Expenses. Total of all expenses incurred	2022-09-30	$136,443
Benefits paid (including direct rollovers)	2022-09-30	$85,359
Total plan assets at end of year	2022-09-30	$5,636,412
Total plan assets at beginning of year	2022-09-30	$6,571,528
Value of fidelity bond covering the plan	2022-09-30	$500,000
Total contributions received or receivable from participants	2022-09-30	$49,030
Other income received	2022-09-30	$-847,703
Net income (gross income less expenses)	2022-09-30	$-935,116
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$5,636,412
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$6,571,528
Assets. Value of participant loans	2022-09-30	$26,083
Assets. Value of assets in partnership/joint-venture interests	2022-09-30	$279,307
Total contributions received or receivable from employer(s)	2022-09-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$51,084
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-09-30	$0
2021 : SHERMAN LOEHR 401K PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-09-30	$0
Total plan liabilities at beginning of year	2021-09-30	$0
Total income from all sources	2021-09-30	$1,476,313
Expenses. Total of all expenses incurred	2021-09-30	$736,688
Benefits paid (including direct rollovers)	2021-09-30	$684,111
Total plan assets at end of year	2021-09-30	$6,571,528
Total plan assets at beginning of year	2021-09-30	$5,831,903
Value of fidelity bond covering the plan	2021-09-30	$500,000
Total contributions received or receivable from participants	2021-09-30	$43,920
Other income received	2021-09-30	$1,282,393
Net income (gross income less expenses)	2021-09-30	$739,625
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$6,571,528
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$5,831,903
Assets. Value of participant loans	2021-09-30	$33,667
Assets. Value of assets in partnership/joint-venture interests	2021-09-30	$279,307
Total contributions received or receivable from employer(s)	2021-09-30	$150,000
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$52,577
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-09-30	$0
2020 : SHERMAN LOEHR 401K PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-09-30	$0
Total plan liabilities at beginning of year	2020-09-30	$0
Total income from all sources	2020-09-30	$772,673
Expenses. Total of all expenses incurred	2020-09-30	$1,306,892
Benefits paid (including direct rollovers)	2020-09-30	$1,257,798
Total plan assets at end of year	2020-09-30	$5,831,903
Total plan assets at beginning of year	2020-09-30	$6,366,122
Value of fidelity bond covering the plan	2020-09-30	$500,000
Total contributions received or receivable from participants	2020-09-30	$37,945
Other income received	2020-09-30	$604,728
Net income (gross income less expenses)	2020-09-30	$-534,219
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$5,831,903
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$6,366,122
Assets. Value of participant loans	2020-09-30	$45,992
Assets. Value of assets in partnership/joint-venture interests	2020-09-30	$279,307
Total contributions received or receivable from employer(s)	2020-09-30	$130,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$49,094
2019 : SHERMAN LOEHR 401K PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-09-30	$0
Total plan liabilities at beginning of year	2019-09-30	$225
Total income from all sources	2019-09-30	$567,716
Expenses. Total of all expenses incurred	2019-09-30	$168,223
Benefits paid (including direct rollovers)	2019-09-30	$113,110
Total plan assets at end of year	2019-09-30	$6,366,122
Total plan assets at beginning of year	2019-09-30	$5,966,854
Value of fidelity bond covering the plan	2019-09-30	$500,000
Total contributions received or receivable from participants	2019-09-30	$54,870
Other income received	2019-09-30	$512,846
Net income (gross income less expenses)	2019-09-30	$399,493
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$6,366,122
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$5,966,629
Assets. Value of participant loans	2019-09-30	$24,114
Assets. Value of assets in partnership/joint-venture interests	2019-09-30	$279,307
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$55,113
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-09-30	$0
2018 : SHERMAN LOEHR 401K PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year	2018-09-30	$225
Total plan liabilities at beginning of year	2018-09-30	$0
Total income from all sources	2018-09-30	$841,924
Expenses. Total of all expenses incurred	2018-09-30	$229,968
Benefits paid (including direct rollovers)	2018-09-30	$176,893
Total plan assets at end of year	2018-09-30	$5,966,854
Total plan assets at beginning of year	2018-09-30	$5,354,673
Value of fidelity bond covering the plan	2018-09-30	$500,000
Total contributions received or receivable from participants	2018-09-30	$57,974
Other income received	2018-09-30	$653,950
Net income (gross income less expenses)	2018-09-30	$611,956
Net plan assets at end of year (total assets less liabilities)	2018-09-30	$5,966,629
Net plan assets at beginning of year (total assets less liabilities)	2018-09-30	$5,354,673
Assets. Value of participant loans	2018-09-30	$32,830
Assets. Value of assets in partnership/joint-venture interests	2018-09-30	$200,000
Total contributions received or receivable from employer(s)	2018-09-30	$130,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-09-30	$53,075
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-09-30	$0
2017 : SHERMAN LOEHR 401K PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-09-30	$0
Total plan liabilities at beginning of year	2017-09-30	$0
Total income from all sources	2017-09-30	$995,733
Expenses. Total of all expenses incurred	2017-09-30	$45,544
Total plan assets at end of year	2017-09-30	$5,354,673
Total plan assets at beginning of year	2017-09-30	$4,404,484
Value of fidelity bond covering the plan	2017-09-30	$445,000
Total contributions received or receivable from participants	2017-09-30	$51,328
Other income received	2017-09-30	$774,405
Net income (gross income less expenses)	2017-09-30	$950,189
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$5,354,673
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$4,404,484
Assets. Value of participant loans	2017-09-30	$41,059
Assets. Value of assets in partnership/joint-venture interests	2017-09-30	$200,000
Total contributions received or receivable from employer(s)	2017-09-30	$170,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$45,544
2016 : SHERMAN LOEHR 401K PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-09-30	$0
Total income from all sources	2016-09-30	$555,076
Expenses. Total of all expenses incurred	2016-09-30	$43,181
Benefits paid (including direct rollovers)	2016-09-30	$6,079
Total plan assets at end of year	2016-09-30	$4,404,484
Total plan assets at beginning of year	2016-09-30	$3,892,589
Value of fidelity bond covering the plan	2016-09-30	$400,000
Total contributions received or receivable from participants	2016-09-30	$51,513
Other income received	2016-09-30	$503,563
Net income (gross income less expenses)	2016-09-30	$511,895
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$4,404,484
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$3,892,589
Assets. Value of assets in partnership/joint-venture interests	2016-09-30	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$37,102
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-09-30	$0
2015 : SHERMAN LOEHR 401K PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-09-30	$9,136
Total income from all sources	2015-09-30	$30,119
Expenses. Total of all expenses incurred	2015-09-30	$39,696
Total plan assets at end of year	2015-09-30	$3,892,589
Total plan assets at beginning of year	2015-09-30	$3,911,302
Value of fidelity bond covering the plan	2015-09-30	$400,000
Total contributions received or receivable from participants	2015-09-30	$56,878
Other income received	2015-09-30	$-76,759
Noncash contributions received	2015-09-30	$0
Net income (gross income less expenses)	2015-09-30	$-9,577
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$3,892,589
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$3,902,166
Assets. Value of assets in partnership/joint-venture interests	2015-09-30	$200,000
Total contributions received or receivable from employer(s)	2015-09-30	$50,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$39,696
2014 : SHERMAN LOEHR 401K PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-09-30	$9,136
Total plan liabilities at beginning of year	2014-09-30	$0
Total income from all sources	2014-09-30	$538,320
Expenses. Total of all expenses incurred	2014-09-30	$988,640
Benefits paid (including direct rollovers)	2014-09-30	$935,197
Total plan assets at end of year	2014-09-30	$3,911,302
Total plan assets at beginning of year	2014-09-30	$4,352,486
Value of fidelity bond covering the plan	2014-09-30	$400,000
Total contributions received or receivable from participants	2014-09-30	$54,138
Expenses. Other expenses not covered elsewhere	2014-09-30	$15,870
Other income received	2014-09-30	$484,182
Net income (gross income less expenses)	2014-09-30	$-450,320
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$3,902,166
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$4,352,486
Assets. Value of assets in partnership/joint-venture interests	2014-09-30	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$37,573
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-09-30	$0
2013 : SHERMAN LOEHR 401K PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year	2013-09-30	$0
Total plan liabilities at beginning of year	2013-09-30	$0
Total income from all sources	2013-09-30	$737,698
Expenses. Total of all expenses incurred	2013-09-30	$36,725
Benefits paid (including direct rollovers)	2013-09-30	$1,540
Total plan assets at end of year	2013-09-30	$4,352,486
Total plan assets at beginning of year	2013-09-30	$3,651,513
Value of fidelity bond covering the plan	2013-09-30	$350,000
Total contributions received or receivable from participants	2013-09-30	$54,423
Other income received	2013-09-30	$683,275
Net income (gross income less expenses)	2013-09-30	$700,973
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$4,352,486
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$3,651,513
Assets. Value of participant loans	2013-09-30	$0
Assets. Value of assets in partnership/joint-venture interests	2013-09-30	$200,000
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$35,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
2012 : SHERMAN LOEHR 401K PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year	2012-09-30	$0
Total plan liabilities at beginning of year	2012-09-30	$500
Total income from all sources	2012-09-30	$726,861
Expenses. Total of all expenses incurred	2012-09-30	$91,198
Benefits paid (including direct rollovers)	2012-09-30	$60,711
Total plan assets at end of year	2012-09-30	$3,651,513
Total plan assets at beginning of year	2012-09-30	$3,016,350
Value of fidelity bond covering the plan	2012-09-30	$350,000
Total contributions received or receivable from participants	2012-09-30	$41,300
Other income received	2012-09-30	$660,561
Net income (gross income less expenses)	2012-09-30	$635,663
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$3,651,513
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$3,015,850
Assets. Value of participant loans	2012-09-30	$4,927
Assets. Value of assets in partnership/joint-venture interests	2012-09-30	$200,000
Total contributions received or receivable from employer(s)	2012-09-30	$25,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$30,487
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : SHERMAN LOEHR 401K PLAN & TRUST 2011 401k financial data
Total plan liabilities at end of year	2011-09-30	$500
Total plan liabilities at beginning of year	2011-09-30	$2,500
Total income from all sources	2011-09-30	$53,404
Expenses. Total of all expenses incurred	2011-09-30	$367,166
Benefits paid (including direct rollovers)	2011-09-30	$294,141
Total plan assets at end of year	2011-09-30	$3,016,350
Total plan assets at beginning of year	2011-09-30	$3,332,112
Value of fidelity bond covering the plan	2011-09-30	$350,000
Total contributions received or receivable from participants	2011-09-30	$46,321
Other income received	2011-09-30	$7,083
Net income (gross income less expenses)	2011-09-30	$-313,762
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$3,015,850
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$3,329,612
Assets. Value of participant loans	2011-09-30	$19,195
Assets. Value of assets in partnership/joint-venture interests	2011-09-30	$200,001
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$73,025
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0
2010 : SHERMAN LOEHR 401K PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-09-30	$0

Form 5500 Responses for SHERMAN LOEHR 401K PLAN & TRUST

2022: SHERMAN LOEHR 401K PLAN & TRUST 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Submission has been amended	No
2022-10-01	This submission is the final filing	No
2022-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-10-01	Plan is a collectively bargained plan	No
2022-10-01	Plan funding arrangement – Trust	Yes
2022-10-01	Plan benefit arrangement - Trust	Yes
2021: SHERMAN LOEHR 401K PLAN & TRUST 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Trust	Yes
2021-10-01	Plan benefit arrangement - Trust	Yes
2020: SHERMAN LOEHR 401K PLAN & TRUST 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Trust	Yes
2020-10-01	Plan benefit arrangement - Trust	Yes
2019: SHERMAN LOEHR 401K PLAN & TRUST 2019 form 5500 responses
2019-10-01	Type of plan entity	Mulitple employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Trust	Yes
2019-10-01	Plan benefit arrangement - Trust	Yes
2018: SHERMAN LOEHR 401K PLAN & TRUST 2018 form 5500 responses
2018-10-01	Type of plan entity	Mulitple employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – Trust	Yes
2018-10-01	Plan benefit arrangement - Trust	Yes
2017: SHERMAN LOEHR 401K PLAN & TRUST 2017 form 5500 responses
2017-10-01	Type of plan entity	Mulitple employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – Trust	Yes
2017-10-01	Plan benefit arrangement - Trust	Yes
2016: SHERMAN LOEHR 401K PLAN & TRUST 2016 form 5500 responses
2016-10-01	Type of plan entity	Mulitple employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: SHERMAN LOEHR 401K PLAN & TRUST 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: SHERMAN LOEHR 401K PLAN & TRUST 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: SHERMAN LOEHR 401K PLAN & TRUST 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: SHERMAN LOEHR 401K PLAN & TRUST 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: SHERMAN LOEHR 401K PLAN & TRUST 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	No
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: SHERMAN LOEHR 401K PLAN & TRUST 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	No
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PHOENIX LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 67814 )

Policy contract number

1171858/9

Policy instance

Insurance contract or identification number	1171858/9
Number of Individuals Covered	0
Insurance policy start date	2010-10-01
Insurance policy end date	2011-09-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $43,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SHERMAN LOEHR CUSTOM TILE WORKS INC
Employer identification number (EIN):	680037097
NAIC Classification:	238300