401k Plan data: BRUCE E. SMITH, DDS, LLC 401(K) PLAN plan

BRUCE E. SMITH, DDS, LLC 401(K) PLAN 401k Plan overview

Plan Name	BRUCE E. SMITH, DDS, LLC 401(K) PLAN
Plan identification number	002

BRUCE E. SMITH, DDS, LLC 401(K) PLAN 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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

BRUCE E. SMITH, DDS, LLC has sponsored the creation of one or more 401k plans.

Company Name: BRUCE E. SMITH, DDS, LLC

Employer identification number (EIN): 300773836

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRUCE E. SMITH, DDS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01 BRUCE E SMITH 2022-10-06
002 2020-01-01 BRUCE E SMITH 2021-10-11
002 2019-01-01 BRUCE E SMITH 2020-07-30
002 2018-01-01 BRUCE E SMITH 2019-09-25
002 2017-01-01 BRUCE E SMITH 2018-08-30
002 2017-01-01 BRUCE E SMITH 2018-10-05
002 2016-01-01 BRUCE E SMITH 2017-10-07
002 2015-01-01 BRUCE E SMITH 2016-10-07
002 2014-01-01 BRUCE E SMITH 2015-10-13
002 2013-01-01 BRUCE E SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01	BRUCE E SMITH	2022-10-06
002	2020-01-01	BRUCE E SMITH	2021-10-11
002	2019-01-01	BRUCE E SMITH	2020-07-30
002	2018-01-01	BRUCE E SMITH	2019-09-25
002	2017-01-01	BRUCE E SMITH	2018-08-30
002	2017-01-01	BRUCE E SMITH	2018-10-05
002	2016-01-01	BRUCE E SMITH	2017-10-07
002	2015-01-01	BRUCE E SMITH	2016-10-07
002	2014-01-01	BRUCE E SMITH	2015-10-13
002	2013-01-01	BRUCE E SMITH

Plan Statistics for BRUCE E. SMITH, DDS, LLC 401(K) PLAN

401k plan membership statisitcs for BRUCE E. SMITH, DDS, LLC 401(K) PLAN

Measure Date Value
2013: BRUCE E. SMITH, DDS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Total of all active and inactive participants 2013-01-01 6
Total participants 2013-01-01 6
Number of participants with account balances 2013-01-01 6

Measure	Date	Value
2013: BRUCE E. SMITH, DDS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Total of all active and inactive participants	2013-01-01	6
Total participants	2013-01-01	6
Number of participants with account balances	2013-01-01	6

Financial Data on BRUCE E. SMITH, DDS, LLC 401(K) PLAN

Measure	Date	Value
2013 : BRUCE E. SMITH, DDS, LLC 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$525,248
Expenses. Total of all expenses incurred	2013-12-31	$14,472
Benefits paid (including direct rollovers)	2013-12-31	$14,472
Total plan assets at end of year	2013-12-31	$3,453,170
Total plan assets at beginning of year	2013-12-31	$2,942,394
Value of fidelity bond covering the plan	2013-12-31	$220,000
Total contributions received or receivable from participants	2013-12-31	$53,868
Other income received	2013-12-31	$447,969
Net income (gross income less expenses)	2013-12-31	$510,776
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,453,170
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,942,394
Total contributions received or receivable from employer(s)	2013-12-31	$23,411
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0

Form 5500 Responses for BRUCE E. SMITH, DDS, LLC 401(K) PLAN

2013: BRUCE E. SMITH, DDS, LLC 401(K) 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

Potentially related plans

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:	BRUCE E. SMITH, DDS, LLC
Employer identification number (EIN):	300773836
NAIC Classification:	621210
NAIC Description:	Offices of Dentists