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Filing

S & M Fire Protection Inc. 401(K) Profit Sharing Plan

S & M Fire Protection Inc. • EIN 77-0407193 • Plan year 2006

Company ProfileSource Archive
Filing Insights

Participants

Flat

2 → 2

0 • 0.00%

Assets

Up

$266,606 → $363,213

$96,607 • 36.24%

Investment Management Fee

-

Admin expenses - • Total expenses $3,698

Filing Details

Context
Net investment result
$96,607

Status Flags

Fidelity bond in place

No

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
201610$0$0-
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-0---
201512$1,084,938$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$1,084,938$49,500$24,750iApproximate average salary by contribution assumption: employee only about $618,750 at 4% or $412,500 at 6%; with 50% employer match about $412,500 at 4% or $275,000 at 6%; with 100% employer match about $309,375 at 4% or $206,250 at 6%.
201412$926,947$73,625$36,813iApproximate average salary by contribution assumption: employee only about $920,313 at 4% or $613,542 at 6%; with 50% employer match about $613,542 at 4% or $409,028 at 6%; with 100% employer match about $460,156 at 4% or $306,771 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$926,947$73,625$36,813iApproximate average salary by contribution assumption: employee only about $920,313 at 4% or $613,542 at 6%; with 50% employer match about $613,542 at 4% or $409,028 at 6%; with 100% employer match about $460,156 at 4% or $306,771 at 6%.
201312$948,111$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$948,111$23,000$11,500iApproximate average salary by contribution assumption: employee only about $287,500 at 4% or $191,667 at 6%; with 50% employer match about $191,667 at 4% or $127,778 at 6%; with 100% employer match about $143,750 at 4% or $95,833 at 6%.
201212$840,661$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$840,661$78,500$39,250iApproximate average salary by contribution assumption: employee only about $981,250 at 4% or $654,167 at 6%; with 50% employer match about $654,167 at 4% or $436,111 at 6%; with 100% employer match about $490,625 at 4% or $327,083 at 6%.
201112$715,259$77,500$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$715,259$77,500$38,750iApproximate average salary by contribution assumption: employee only about $968,750 at 4% or $645,833 at 6%; with 50% employer match about $645,833 at 4% or $430,556 at 6%; with 100% employer match about $484,375 at 4% or $322,917 at 6%.
201012$575,010$83,000$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$575,010$83,000$41,500iApproximate average salary by contribution assumption: employee only about $1,037,500 at 4% or $691,667 at 6%; with 50% employer match about $691,667 at 4% or $461,111 at 6%; with 100% employer match about $518,750 at 4% or $345,833 at 6%.
200912$458,912$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$458,912$29,500$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
200812$0$0-
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2---
200712$0$0-
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2---
200612$363,213$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing PlanCurrent2$363,213$85,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
200512$266,606$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$266,606$40,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
200412$188,404$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-2$188,404$25,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200311$0$0-
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-1---
200211$0$0-
S & M Fire Protection Inc. 401(K) Profit Sharing Plan-1---
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$363,213$96,607 change

Balance Sheet

Beginning and end of plan year.

Total assets$266,606$363,213Increase +$96,607 (36.24%)
Total liabilities$0$0No change $0
Net assets$266,606$363,213Increase +$96,607 (36.24%)

Contributions

Employer contributions$44,000
Participant contributions$41,000
Other contributions$0

Income & Expenses

Total income$100,305
Total expenses$3,698
Net income$96,607
Source fields
Schedule I source fields
Filing Id
84037347370307
Schedule I EIN
77-0407193
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2006-07-01
Schedule I Tax Period
20070630
Small plan total assets at beginning of year
$266,606
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$266,606
Small plan total assets at end of year
$363,213
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$363,213
Small plan employer contributions
$44,000
Small plan participant contributions
$41,000
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$15,305
Small plan total income
$100,305
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$3,698
Small plan total expenses
$3,698
Small plan net income or loss
$96,607
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
No
Small plan fidelity bond amount
$0
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0