401k Plan data: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST plan

LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST
Plan identification number	001

LINDA ANN SMITH, MD, PROFIT SHARING 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
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
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

LINDA ANN SMITH, MD, has sponsored the creation of one or more 401k plans.

Company Name: LINDA ANN SMITH, MD,

Employer identification number (EIN): 200862554

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 HAROLD FIELD 2023-10-11 HAROLD FIELD 2023-10-11
001 2021-01-01 HAROLD FIELD 2022-10-10 HAROLD FIELD 2022-10-10
001 2020-01-01 HAROLD FIELD 2021-09-29 HAROLD FIELD 2021-09-29
001 2019-01-01
001 2018-01-01
001 2017-01-01 HAROLD FIELD HAROLD FIELD 2018-09-18
001 2016-01-01 HAROLD FIELD HAROLD FIELD 2017-09-25
001 2015-01-01 HAROLD FIELD HAROLD FIELD 2016-10-03
001 2014-01-01 HAROLD FIELD HAROLD FIELD 2015-07-06
001 2013-01-01 HAROLD FIELD HAROLD FIELD 2014-05-28
001 2012-01-01 HAROLD G. FIELD HAROLD G. FIELD 2013-07-08
001 2011-01-01 HAROLD FIELD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	HAROLD FIELD	2023-10-11	HAROLD FIELD	2023-10-11
001	2021-01-01	HAROLD FIELD	2022-10-10	HAROLD FIELD	2022-10-10
001	2020-01-01	HAROLD FIELD	2021-09-29	HAROLD FIELD	2021-09-29
001	2019-01-01
001	2018-01-01
001	2017-01-01	HAROLD FIELD		HAROLD FIELD	2018-09-18
001	2016-01-01	HAROLD FIELD		HAROLD FIELD	2017-09-25
001	2015-01-01	HAROLD FIELD		HAROLD FIELD	2016-10-03
001	2014-01-01	HAROLD FIELD		HAROLD FIELD	2015-07-06
001	2013-01-01	HAROLD FIELD		HAROLD FIELD	2014-05-28
001	2012-01-01	HAROLD G. FIELD		HAROLD G. FIELD	2013-07-08
001	2011-01-01	HAROLD FIELD

Plan Statistics for LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST

Measure Date Value
2019: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 3
Total of all active and inactive participants 2019-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 4
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 13
Number of participants with account balances 2018-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 9
Total of all active and inactive participants 2017-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 15
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 8
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 13
Number of participants with account balances 2015-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 14
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2019: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	3
Total of all active and inactive participants	2019-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	4
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	13
Number of participants with account balances	2018-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	9
Total of all active and inactive participants	2017-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	15
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	8
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	13
Number of participants with account balances	2015-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	14
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2019 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$5,013
Total income from all sources	2019-12-31	$440,536
Expenses. Total of all expenses incurred	2019-12-31	$94,086
Benefits paid (including direct rollovers)	2019-12-31	$65,480
Total plan assets at end of year	2019-12-31	$2,751,733
Total plan assets at beginning of year	2019-12-31	$2,410,296
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$440,536
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$346,450
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,751,733
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,405,283
Assets. Value of real-estate (other than employer real property)	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$28,606
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$5,013
Total plan liabilities at beginning of year	2018-12-31	$20,195
Total income from all sources	2018-12-31	$-126,576
Expenses. Total of all expenses incurred	2018-12-31	$98,187
Benefits paid (including direct rollovers)	2018-12-31	$76,317
Total plan assets at end of year	2018-12-31	$2,410,296
Total plan assets at beginning of year	2018-12-31	$2,650,241
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-155,984
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-224,763
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,405,283
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,630,046
Assets. Value of real-estate (other than employer real property)	2018-12-31	$85,000
Total contributions received or receivable from employer(s)	2018-12-31	$29,408
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$21,870
2017 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$20,195
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$352,268
Expenses. Total of all expenses incurred	2017-12-31	$91,598
Benefits paid (including direct rollovers)	2017-12-31	$71,210
Total plan assets at end of year	2017-12-31	$2,650,241
Total plan assets at beginning of year	2017-12-31	$2,369,376
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$321,703
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$260,670
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,630,046
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,369,376
Assets. Value of real-estate (other than employer real property)	2017-12-31	$70,000
Total contributions received or receivable from employer(s)	2017-12-31	$30,565
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$20,388
2016 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$273,024
Expenses. Total of all expenses incurred	2016-12-31	$18,482
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$2,369,376
Total plan assets at beginning of year	2016-12-31	$2,114,834
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$246,431
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$254,542
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,369,376
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,114,834
Assets. Value of real-estate (other than employer real property)	2016-12-31	$80,000
Total contributions received or receivable from employer(s)	2016-12-31	$26,593
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$18,482
2015 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$-95,012
Expenses. Total of all expenses incurred	2015-12-31	$46,323
Benefits paid (including direct rollovers)	2015-12-31	$28,214
Total plan assets at end of year	2015-12-31	$2,114,834
Total plan assets at beginning of year	2015-12-31	$2,256,169
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-116,596
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-141,335
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,114,834
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,256,169
Assets. Value of real-estate (other than employer real property)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$21,584
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$18,109
2014 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total income from all sources	2014-12-31	$162,812
Expenses. Total of all expenses incurred	2014-12-31	$24,634
Benefits paid (including direct rollovers)	2014-12-31	$6,606
Total plan assets at end of year	2014-12-31	$2,256,169
Total plan assets at beginning of year	2014-12-31	$2,117,991
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$32,041
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$130,771
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$138,178
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,256,169
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,117,991
Assets. Value of real-estate (other than employer real property)	2014-12-31	$125,000
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$18,028
2013 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$329,734
Expenses. Total of all expenses incurred	2013-12-31	$40,585
Benefits paid (including direct rollovers)	2013-12-31	$22,590
Total plan assets at end of year	2013-12-31	$2,117,991
Total plan assets at beginning of year	2013-12-31	$1,828,842
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$283,029
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$289,149
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,117,991
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,828,842
Assets. Value of real-estate (other than employer real property)	2013-12-31	$125,000
Total contributions received or receivable from employer(s)	2013-12-31	$46,705
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,995
2012 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$267,154
Expenses. Total of all expenses incurred	2012-12-31	$56,240
Benefits paid (including direct rollovers)	2012-12-31	$40,494
Total plan assets at end of year	2012-12-31	$1,828,842
Total plan assets at beginning of year	2012-12-31	$1,617,928
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$184,926
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$210,914
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,828,842
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,617,928
Assets. Value of real-estate (other than employer real property)	2012-12-31	$121,500
Total contributions received or receivable from employer(s)	2012-12-31	$82,228
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$15,746
2011 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-765
Expenses. Total of all expenses incurred	2011-12-31	$166,587
Benefits paid (including direct rollovers)	2011-12-31	$150,069
Total plan assets at end of year	2011-12-31	$1,617,928
Total plan assets at beginning of year	2011-12-31	$1,785,280
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-70,771
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$-167,352
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,617,928
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,785,280
Assets. Value of real-estate (other than employer real property)	2011-12-31	$121,500
Total contributions received or receivable from employer(s)	2011-12-31	$70,006
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$16,518
2010 : LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$287,327
Expenses. Total of all expenses incurred	2010-12-31	$35,340
Benefits paid (including direct rollovers)	2010-12-31	$20,754
Total plan assets at end of year	2010-12-31	$1,785,280
Total plan assets at beginning of year	2010-12-31	$1,533,293
Value of fidelity bond covering the plan	2010-12-31	$300,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$227,327
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$251,987
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,785,280
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,533,293
Assets. Value of real-estate (other than employer real property)	2010-12-31	$121,500
Total contributions received or receivable from employer(s)	2010-12-31	$60,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$14,586

Form 5500 Responses for LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST

2019: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LINDA ANN SMITH, MD, PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	LINDA ANN SMITH, MD,
Employer identification number (EIN):	200862554
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)