401k Plan data: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN plan

LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 401k Plan overview

Plan Name	LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN
Plan identification number	001

LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

LISA J. SMARTZ, DMD has sponsored the creation of one or more 401k plans.

Company Name: LISA J. SMARTZ, DMD

Employer identification number (EIN): 223358862

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 LISA J. SMARTZ, DMD
001 2011-01-01 LISA J. SMARTZ, DMD
001 2009-01-01 LISA J. SMARTZ, DMD
001 2009-01-01 LISA J. SMARTZ, DMD

Plan Statistics for LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

401k plan membership statisitcs for LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

Measure Date Value
2015: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Total of all active and inactive participants 2015-01-01 4
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
2014: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Total of all active and inactive participants 2013-01-01 4
Total participants 2013-01-01 4
Number of participants with account balances 2013-01-01 4
2012: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2009: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2015: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Total of all active and inactive participants	2015-01-01	4
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
2014: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Total of all active and inactive participants	2013-01-01	4
Total participants	2013-01-01	4
Number of participants with account balances	2013-01-01	4
2012: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2009: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

Measure	Date	Value
2015 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$11,412
Total plan assets at end of year	2015-12-31	$706,197
Total plan assets at beginning of year	2015-12-31	$694,785
Other income received	2015-12-31	$-18,462
Net income (gross income less expenses)	2015-12-31	$11,412
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$706,197
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$694,785
Total contributions received or receivable from employer(s)	2015-12-31	$29,874
2014 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$37,614
Total plan assets at end of year	2014-12-31	$694,785
Total plan assets at beginning of year	2014-12-31	$657,171
Other income received	2014-12-31	$11,643
Net income (gross income less expenses)	2014-12-31	$37,614
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$694,785
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$657,171
Total contributions received or receivable from employer(s)	2014-12-31	$25,971
2013 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$90,895
Total plan assets at end of year	2013-12-31	$657,171
Total plan assets at beginning of year	2013-12-31	$566,276
Other income received	2013-12-31	$59,745
Net income (gross income less expenses)	2013-12-31	$90,895
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$657,171
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$566,276
Total contributions received or receivable from employer(s)	2013-12-31	$31,150
2012 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$85,926
Total plan assets at end of year	2012-12-31	$566,276
Total plan assets at beginning of year	2012-12-31	$480,350
Other income received	2012-12-31	$38,317
Net income (gross income less expenses)	2012-12-31	$85,926
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$566,276
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$480,350
Total contributions received or receivable from employer(s)	2012-12-31	$47,609
2011 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$25,772
Total plan assets at end of year	2011-12-31	$480,350
Total plan assets at beginning of year	2011-12-31	$454,578
Other income received	2011-12-31	$-10,567
Net income (gross income less expenses)	2011-12-31	$25,772
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$480,350
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$454,578
Total contributions received or receivable from employer(s)	2011-12-31	$36,339
2010 : LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$88,555
Total plan assets at end of year	2010-12-31	$454,578
Total plan assets at beginning of year	2010-12-31	$366,023
Other income received	2010-12-31	$43,756
Net income (gross income less expenses)	2010-12-31	$88,555
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$454,578
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$366,023
Total contributions received or receivable from employer(s)	2010-12-31	$44,799

Form 5500 Responses for LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

2015: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LISA J. SMARTZ, DMD
Employer identification number (EIN):	223358862
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	LISA J. SMARTZ, DMD
001	2011-01-01	LISA J. SMARTZ, DMD
001	2009-01-01	LISA J. SMARTZ, DMD
001	2009-01-01	LISA J. SMARTZ, DMD