401k Plan data: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN plan

SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN
Plan identification number	002

SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

SMITH INSURANCE ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMITH INSURANCE ASSOCIATES, INC.

Employer identification number (EIN): 232663688

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Additional information about SMITH INSURANCE ASSOCIATES, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-12-06

Company Identification Number: 0802597257

Legal Registered Office Address: PO BOX 858

SPRING HOUSE
United States of America (USA)
19477

More information about SMITH INSURANCE ASSOCIATES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 DIANE HEBERT 2013-10-08
002 2011-01-01 JACK OHARA 2012-09-14
002 2010-01-01 JACK O'HARA 2011-09-22

Plan Statistics for SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN

Measure Date Value
2019: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-12-13 2,734,990
Acturial value of plan assets 2019-12-13 2,734,990
Funding target for retired participants and beneficiaries receiving payment 2019-12-13 649,239
Number of terminated vested participants 2019-12-13 1
Fundng target for terminated vested participants 2019-12-13 207,792
Active participant vested funding target 2019-12-13 1,757,252
Number of active participants 2019-12-13 23
Total funding liabilities for active participants 2019-12-13 1,974,827
Total participant count 2019-12-13 25
Total funding target for all participants 2019-12-13 2,831,858
Balance at beginning of prior year after applicable adjustments 2019-12-13 30,321
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-13 309,474
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-13 0
Prefunding balanced used to offset prior years funding requirement 2019-12-13 0
Amount remaining of carryover balance 2019-12-13 30,321
Amount remaining of prefunding balance 2019-12-13 309,474
Present value of excess contributions 2019-12-13 27,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-13 28,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-13 0
Reductions in caryover balances due to elections or deemed elections 2019-12-13 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-13 0
Balance of carryovers at beginning of current year 2019-12-13 31,243
Balance of prefunding at beginning of current year 2019-12-13 318,882
Total employer contributions 2019-12-13 850,000
Total employee contributions 2019-12-13 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-13 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-13 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-13 805,435
Liquidity shortfalls end of Q1 2019-12-13 0
Liquidity shortfalls end of Q2 2019-12-13 0
Liquidity shortfalls end of Q3 2019-12-13 0
Liquidity shortfalls end of Q4 2019-12-13 0
Unpaid minimum required contributions for all prior years 2019-12-13 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-13 0
Remaining amount of unpaid minimum required contributions 2019-12-13 0
Minimum required contributions for current year target normal cost 2019-12-13 0
Net shortfall amortization installment of oustanding balance 2019-12-13 446,993
Waiver amortization installment 2019-12-13 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-13 72,631
Carryover balance elected to use to offset funding requirement 2019-12-13 0
Prefunding balance elected to use to offset funding requirement 2019-12-13 0
Additional cash requirement 2019-12-13 72,631
Contributions allocatedtoward minimum required contributions for current year 2019-12-13 805,435
Unpaid minimum required contributions for current year 2019-12-13 0
Unpaid minimum required contributions for all years 2019-12-13 0
2018: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,454,253
Acturial value of plan assets 2018-12-31 2,454,253
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 652,514
Number of terminated vested participants 2018-12-31 1
Fundng target for terminated vested participants 2018-12-31 8,472
Active participant vested funding target 2018-12-31 1,573,761
Number of active participants 2018-12-31 22
Total funding liabilities for active participants 2018-12-31 1,789,098
Total participant count 2018-12-31 24
Total funding target for all participants 2018-12-31 2,450,084
Balance at beginning of prior year after applicable adjustments 2018-12-31 29,444
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 300,519
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 29,444
Amount remaining of prefunding balance 2018-12-31 300,519
Present value of excess contributions 2018-12-31 67,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 71,451
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 30,321
Balance of prefunding at beginning of current year 2018-12-31 309,474
Total employer contributions 2018-12-31 250,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 229,214
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 202,085
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 202,085
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 202,085
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 229,214
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 2,217,409
Acturial value of plan assets 2017-12-31 2,217,409
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 652,751
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 7,065
Active participant vested funding target 2017-12-31 1,230,165
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 1,417,639
Total participant count 2017-12-31 23
Total funding target for all participants 2017-12-31 2,077,455
Balance at beginning of prior year after applicable adjustments 2017-12-31 27,505
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 280,728
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 27,505
Amount remaining of prefunding balance 2017-12-31 280,728
Present value of excess contributions 2017-12-31 77,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 82,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 29,444
Balance of prefunding at beginning of current year 2017-12-31 300,519
Total employer contributions 2017-12-31 250,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 222,661
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 155,280
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 155,280
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 155,280
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 222,661
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 2,029,043
Acturial value of plan assets 2016-12-31 2,029,043
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 652,168
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,027,177
Number of active participants 2016-12-31 17
Total funding liabilities for active participants 2016-12-31 1,181,072
Total participant count 2016-12-31 18
Total funding target for all participants 2016-12-31 1,833,240
Balance at beginning of prior year after applicable adjustments 2016-12-31 26,735
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 272,869
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 26,735
Amount remaining of prefunding balance 2016-12-31 272,869
Present value of excess contributions 2016-12-31 61,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 65,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 27,505
Balance of prefunding at beginning of current year 2016-12-31 280,728
Total employer contributions 2016-12-31 200,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 177,698
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 99,732
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 99,732
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 99,732
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 177,698
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-12-13	2,734,990
Acturial value of plan assets	2019-12-13	2,734,990
Funding target for retired participants and beneficiaries receiving payment	2019-12-13	649,239
Number of terminated vested participants	2019-12-13	1
Fundng target for terminated vested participants	2019-12-13	207,792
Active participant vested funding target	2019-12-13	1,757,252
Number of active participants	2019-12-13	23
Total funding liabilities for active participants	2019-12-13	1,974,827
Total participant count	2019-12-13	25
Total funding target for all participants	2019-12-13	2,831,858
Balance at beginning of prior year after applicable adjustments	2019-12-13	30,321
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-13	309,474
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-13	0
Prefunding balanced used to offset prior years funding requirement	2019-12-13	0
Amount remaining of carryover balance	2019-12-13	30,321
Amount remaining of prefunding balance	2019-12-13	309,474
Present value of excess contributions	2019-12-13	27,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-13	28,738
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-13	0
Reductions in caryover balances due to elections or deemed elections	2019-12-13	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-13	0
Balance of carryovers at beginning of current year	2019-12-13	31,243
Balance of prefunding at beginning of current year	2019-12-13	318,882
Total employer contributions	2019-12-13	850,000
Total employee contributions	2019-12-13	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-13	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-13	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-13	805,435
Liquidity shortfalls end of Q1	2019-12-13	0
Liquidity shortfalls end of Q2	2019-12-13	0
Liquidity shortfalls end of Q3	2019-12-13	0
Liquidity shortfalls end of Q4	2019-12-13	0
Unpaid minimum required contributions for all prior years	2019-12-13	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-13	0
Remaining amount of unpaid minimum required contributions	2019-12-13	0
Minimum required contributions for current year target normal cost	2019-12-13	0
Net shortfall amortization installment of oustanding balance	2019-12-13	446,993
Waiver amortization installment	2019-12-13	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-13	72,631
Carryover balance elected to use to offset funding requirement	2019-12-13	0
Prefunding balance elected to use to offset funding requirement	2019-12-13	0
Additional cash requirement	2019-12-13	72,631
Contributions allocatedtoward minimum required contributions for current year	2019-12-13	805,435
Unpaid minimum required contributions for current year	2019-12-13	0
Unpaid minimum required contributions for all years	2019-12-13	0
2018: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,454,253
Acturial value of plan assets	2018-12-31	2,454,253
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	652,514
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	8,472
Active participant vested funding target	2018-12-31	1,573,761
Number of active participants	2018-12-31	22
Total funding liabilities for active participants	2018-12-31	1,789,098
Total participant count	2018-12-31	24
Total funding target for all participants	2018-12-31	2,450,084
Balance at beginning of prior year after applicable adjustments	2018-12-31	29,444
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	300,519
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	29,444
Amount remaining of prefunding balance	2018-12-31	300,519
Present value of excess contributions	2018-12-31	67,381
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	71,451
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	30,321
Balance of prefunding at beginning of current year	2018-12-31	309,474
Total employer contributions	2018-12-31	250,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	229,214
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	202,085
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	202,085
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	202,085
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	229,214
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,217,409
Acturial value of plan assets	2017-12-31	2,217,409
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	652,751
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	7,065
Active participant vested funding target	2017-12-31	1,230,165
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	1,417,639
Total participant count	2017-12-31	23
Total funding target for all participants	2017-12-31	2,077,455
Balance at beginning of prior year after applicable adjustments	2017-12-31	27,505
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	280,728
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	27,505
Amount remaining of prefunding balance	2017-12-31	280,728
Present value of excess contributions	2017-12-31	77,966
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	82,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	29,444
Balance of prefunding at beginning of current year	2017-12-31	300,519
Total employer contributions	2017-12-31	250,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	222,661
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	155,280
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	155,280
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	155,280
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	222,661
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SMITH INSURANCE ASSOCIATES, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	2,029,043
Acturial value of plan assets	2016-12-31	2,029,043
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	652,168
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,027,177
Number of active participants	2016-12-31	17
Total funding liabilities for active participants	2016-12-31	1,181,072
Total participant count	2016-12-31	18
Total funding target for all participants	2016-12-31	1,833,240
Balance at beginning of prior year after applicable adjustments	2016-12-31	26,735
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	272,869
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	26,735
Amount remaining of prefunding balance	2016-12-31	272,869
Present value of excess contributions	2016-12-31	61,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	65,096
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	27,505
Balance of prefunding at beginning of current year	2016-12-31	280,728
Total employer contributions	2016-12-31	200,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	177,698
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	99,732
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	99,732
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	99,732
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	177,698
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	SMITH INSURANCE ASSOCIATES, INC.
Employer identification number (EIN):	232663688
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-12-06
Company Identification Number:	0802597257
Legal Registered Office Address:	PO BOX 858 SPRING HOUSE United States of America (USA) 19477

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	DIANE HEBERT	2013-10-08
002	2011-01-01	JACK OHARA	2012-09-14
002	2010-01-01	JACK O'HARA	2011-09-22