Plan Name | SMITH & SCHAEFER, INC. HEALTH CARE PLAN |
Plan identification number | 503 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
503 | 2012-05-01 | GARY WAGNER | GARY WAGNER | 2013-10-31 | |
503 | 2011-05-01 | GARY WAGNER | GARY WAGNER | 2012-11-14 | |
503 | 2010-05-01 | GARY WAGNER | GARY WAGNER | 2011-09-06 | |
503 | 2009-05-01 | GARY WAGNER | GARY WAGNER | 2010-09-24 |
Measure | Date | Value |
---|---|---|
2012: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-05-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-05-01 | 0 |
Total of all active and inactive participants | 2012-05-01 | 0 |
2011: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-05-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 30 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 1 |
Total of all active and inactive participants | 2011-05-01 | 31 |
2010: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-05-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-05-01 | 38 |
Number of retired or separated participants receiving benefits | 2010-05-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-05-01 | 0 |
Total of all active and inactive participants | 2010-05-01 | 39 |
2009: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-05-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 33 |
Number of retired or separated participants receiving benefits | 2009-05-01 | 1 |
Total of all active and inactive participants | 2009-05-01 | 34 |
Measure | Date | Value |
---|---|---|
2013 : SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2013 401k financial data | ||
Total plan liabilities at end of year | 2013-04-30 | $0 |
Total plan liabilities at beginning of year | 2013-04-30 | $1,814 |
Total income from all sources | 2013-04-30 | $16,807 |
Expenses. Total of all expenses incurred | 2013-04-30 | $15,068 |
Benefits paid (including direct rollovers) | 2013-04-30 | $15,068 |
Total plan assets at end of year | 2013-04-30 | $0 |
Total plan assets at beginning of year | 2013-04-30 | $75 |
Value of fidelity bond covering the plan | 2013-04-30 | $500,000 |
Total contributions received or receivable from participants | 2013-04-30 | $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 year | 2012-04-30 | $1,814 |
Total plan liabilities at beginning of year | 2012-04-30 | $2,338 |
Total income from all sources | 2012-04-30 | $26,824 |
Expenses. Total of all expenses incurred | 2012-04-30 | $30,424 |
Benefits paid (including direct rollovers) | 2012-04-30 | $30,424 |
Total plan assets at end of year | 2012-04-30 | $75 |
Total plan assets at beginning of year | 2012-04-30 | $4,199 |
Value of fidelity bond covering the plan | 2012-04-30 | $500,000 |
Total contributions received or receivable from participants | 2012-04-30 | $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 year | 2011-04-30 | $2,338 |
Total plan liabilities at beginning of year | 2011-04-30 | $2,337 |
Total income from all sources | 2011-04-30 | $26,177 |
Expenses. Total of all expenses incurred | 2011-04-30 | $24,583 |
Benefits paid (including direct rollovers) | 2011-04-30 | $24,583 |
Total plan assets at end of year | 2011-04-30 | $4,199 |
Total plan assets at beginning of year | 2011-04-30 | $2,604 |
Value of fidelity bond covering the plan | 2011-04-30 | $500,000 |
Total contributions received or receivable from participants | 2011-04-30 | $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 |
2012: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2012 form 5500 responses | ||
---|---|---|
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | This submission is the final filing | Yes |
2012-05-01 | Plan funding arrangement – Insurance | Yes |
2012-05-01 | Plan benefit arrangement – Insurance | Yes |
2011: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2011 form 5500 responses | ||
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Plan funding arrangement – Insurance | Yes |
2011-05-01 | Plan benefit arrangement – Insurance | Yes |
2010: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2010 form 5500 responses | ||
2010-05-01 | Type of plan entity | Single employer plan |
2010-05-01 | Plan funding arrangement – Insurance | Yes |
2010-05-01 | Plan benefit arrangement – Insurance | Yes |
2009: SMITH & SCHAEFER, INC. HEALTH CARE PLAN 2009 form 5500 responses | ||
2009-05-01 | Type of plan entity | Single employer plan |
2009-05-01 | This submission is the final filing | No |
2009-05-01 | Plan funding arrangement – Insurance | Yes |
2009-05-01 | Plan benefit arrangement – Insurance | Yes |