Profit Sharing · DOL Form 5500 · 2024
South Metro Shaved Ice, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $636K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $211,990
- Avg per participant Above avg balance/head
Official DOL plan name: South Metro Shaved Ice, Inc. Retirement Plan · Sponsored by South Metro Shaved Ice, Inc. · Colorado · Food Services & Accommodation
$636K in assets, 3 participants
South Metro Shaved Ice, Inc.'s South Metro Shaved Ice, Inc. Retirement Plan reported $636K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #1,860 in Food Services & Accommodation (3,672 peers)
Food Services & Accommodation sector rank
Within Food Services & Accommodation, South Metro Shaved Ice, Inc. Retirement Plan ranks #1,860 of 3,672 2024 filers by assets (3076% of the sector average)-$636K for 3 participants.
- #1,860
- in Food Services & Accommodation (3,672 peers)
- +1.0%
- assets growth YoY
South Metro Shaved Ice, Inc. Retirement Plan among the smaller filed plans by assets
South Metro Shaved Ice, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$635,970 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
South Metro Shaved Ice, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. South Metro Shaved Ice, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- South Metro Shaved Ice, Inc. Retirement Plan reported net income fell from $486K in the plan year 2023 filing to $6K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 462283417 · South Metro Shaved Ice, Inc. PY 2024 · Profit Sharing
South Metro Shaved Ice, Inc. Retirement Plan · $636K · 3 · 20th
- BOOK $636K
- BOOK 3
- BOOK 20th
- BOOK Profit Sharing
- BOOK near All-Kraft Erectors, Inc. Profit Sharing Plan
- BOOK ind #1860
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Food Services & Accommodation retirement plans → · Plans in Colorado →
South Metro Shaved Ice, Inc. Retirement Plan in the asset neighbourhood
Food Services & Accommodation filing particulars
| Total Assets (Beginning of Year) | $630K |
|---|---|
| Net Assets (End of Year) | $636K |
| Net Income | $6K |
| Employer EIN | 462283417 |
| Plan Effective Date | 2013-03-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Metro Shaved Ice, Inc.)
Sponsor-wide plan assets over time
All South Metro Shaved Ice, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $636K 340.8895852253426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $144K |
| 2023 | 1 | 3 | $630K |
| 2024 | 1 | 3 | $636K |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $60M · 656
- Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
- Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
- Peterson Company Profit-Sharing Plan $22M · 30
- Morgan Energy Corporation Profit Sharing Plan $20M · 1
South Metro Shaved Ice, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is All-Kraft Erectors, Inc. Profit Sharing Plan in TN ($636K); by covered participants it is Amm Restaurant Corp. Retirement Plan in MO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($636K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Amm Restaurant Corp. Retirement Plan (MO) 3 · 0 off
- Ansonics Money Purchase Plan (OR) 3 · 0 off
- Bdm Mortgage Services, Inc. Profit Sharing Plan (CA) 3 · 0 off
- Aatc8 Inc. Retirement Plan (MD) 3 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.