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SMITH & SCHAEFER, INC. HEALTH CARE PLAN 401k Plan overview

Plan NameSMITH & SCHAEFER, INC. HEALTH CARE PLAN
Plan identification number 503

SMITH & SCHAEFER, INC. HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

SMITH & SCHAEFER, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & SCHAEFER, INC.
Employer identification number (EIN):310557076
NAIC Classification:442110
NAIC Description:Furniture Stores

Additional information about SMITH & SCHAEFER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1952-04-22
Company Identification Number: 227629
Legal Registered Office Address: 3035 READING RD
-
CINCINNATI
United States of America (USA)
45206

More information about SMITH & SCHAEFER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & SCHAEFER, INC. HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-05-01GARY WAGNER GARY WAGNER2013-10-31
5032011-05-01GARY WAGNER GARY WAGNER2012-11-14
5032010-05-01GARY WAGNER GARY WAGNER2011-09-06
5032009-05-01GARY WAGNER GARY WAGNER2010-09-24

Plan Statistics for SMITH & SCHAEFER, INC. HEALTH CARE PLAN

401k plan membership statisitcs for SMITH & SCHAEFER, INC. HEALTH CARE PLAN

Measure Date Value
2012: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-0131
Total number of active participants reported on line 7a of the Form 55002012-05-010
Number of retired or separated participants receiving benefits2012-05-010
Total of all active and inactive participants2012-05-010
2011: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-0139
Total number of active participants reported on line 7a of the Form 55002011-05-0130
Number of retired or separated participants receiving benefits2011-05-011
Total of all active and inactive participants2011-05-0131
2010: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-0134
Total number of active participants reported on line 7a of the Form 55002010-05-0138
Number of retired or separated participants receiving benefits2010-05-011
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-0139
2009: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-0131
Total number of active participants reported on line 7a of the Form 55002009-05-0133
Number of retired or separated participants receiving benefits2009-05-011
Total of all active and inactive participants2009-05-0134

Financial Data on SMITH & SCHAEFER, INC. HEALTH CARE PLAN

Measure Date Value
2013 : SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-04-30$0
Total plan liabilities at beginning of year2013-04-30$1,814
Total income from all sources2013-04-30$16,807
Expenses. Total of all expenses incurred2013-04-30$15,068
Benefits paid (including direct rollovers)2013-04-30$15,068
Total plan assets at end of year2013-04-30$0
Total plan assets at beginning of year2013-04-30$75
Value of fidelity bond covering the plan2013-04-30$500,000
Total contributions received or receivable from participants2013-04-30$4,276
Net income (gross income less expenses)2013-04-30$1,739
Net plan assets at end of year (total assets less liabilities)2013-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2013-04-30$-1,739
Total contributions received or receivable from employer(s)2013-04-30$12,531
2012 : SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-04-30$1,814
Total plan liabilities at beginning of year2012-04-30$2,338
Total income from all sources2012-04-30$26,824
Expenses. Total of all expenses incurred2012-04-30$30,424
Benefits paid (including direct rollovers)2012-04-30$30,424
Total plan assets at end of year2012-04-30$75
Total plan assets at beginning of year2012-04-30$4,199
Value of fidelity bond covering the plan2012-04-30$500,000
Total contributions received or receivable from participants2012-04-30$6,239
Net income (gross income less expenses)2012-04-30$-3,600
Net plan assets at end of year (total assets less liabilities)2012-04-30$-1,739
Net plan assets at beginning of year (total assets less liabilities)2012-04-30$1,861
Total contributions received or receivable from employer(s)2012-04-30$20,585
2011 : SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-04-30$2,338
Total plan liabilities at beginning of year2011-04-30$2,337
Total income from all sources2011-04-30$26,177
Expenses. Total of all expenses incurred2011-04-30$24,583
Benefits paid (including direct rollovers)2011-04-30$24,583
Total plan assets at end of year2011-04-30$4,199
Total plan assets at beginning of year2011-04-30$2,604
Value of fidelity bond covering the plan2011-04-30$500,000
Total contributions received or receivable from participants2011-04-30$6,544
Net income (gross income less expenses)2011-04-30$1,594
Net plan assets at end of year (total assets less liabilities)2011-04-30$1,861
Net plan assets at beginning of year (total assets less liabilities)2011-04-30$267
Total contributions received or receivable from employer(s)2011-04-30$19,633

Form 5500 Responses for SMITH & SCHAEFER, INC. HEALTH CARE PLAN

2012: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01This submission is the final filingYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

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