401k Plan data: FRANK E. SMITH FH, INC., 401K PSP plan

FRANK E. SMITH FH, INC., 401K PSP 401k Plan overview

Plan Name	FRANK E. SMITH FH, INC., 401K PSP
Plan identification number	001

FRANK E. SMITH FH, INC., 401K PSP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

FRANK E. SMITH FH, INC. has sponsored the creation of one or more 401k plans.

Company Name: FRANK E. SMITH FH, INC.

Employer identification number (EIN): 310735108

NAIC Classification: 812210
NAIC Description: Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRANK E. SMITH FH, INC., 401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 F. ERIC SMITH 2024-05-29 F. ERIC SMITH 2024-05-29
001 2022-01-01 F. ERIC SMITH 2023-04-17 F. ERIC SMITH 2023-04-17
001 2021-01-01 FRANK SMITH 2022-06-21 FRANK SMITH 2022-06-21
001 2020-01-01 F. ERIC SMITH 2021-04-07 F. ERIC SMITH 2021-04-07
001 2019-01-01 FRANK SMITH 2020-05-18 FRANK SMITH 2020-05-18
001 2018-01-01 F. ERIC SMITH 2019-04-10 F. ERIC SMITH 2019-04-10
001 2017-01-01 FRANK.ERIC SMITH 2018-05-18 FRANK.ERIC SMITH 2018-05-18
001 2016-01-01 F. ERIC SMITH 2017-06-26
001 2015-01-01 F. ERIC SMITH 2016-07-18
001 2014-01-01 F. ERIC SMITH 2015-07-14
001 2013-01-01 F. ERIC SMITH 2014-07-29
001 2012-01-01 FRANK SMITH 2013-04-03 FRANK SMITH 2013-04-03
001 2011-01-01 FRANK SMITH 2012-05-21 FRANK SMITH 2012-05-21
001 2010-01-01 F. ERIC SMITH F. ERIC SMITH 2011-07-06
001 2009-01-01 F. ERIC SMITH F. ERIC SMITH 2010-08-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	F. ERIC SMITH	2024-05-29	F. ERIC SMITH	2024-05-29
001	2022-01-01	F. ERIC SMITH	2023-04-17	F. ERIC SMITH	2023-04-17
001	2021-01-01	FRANK SMITH	2022-06-21	FRANK SMITH	2022-06-21
001	2020-01-01	F. ERIC SMITH	2021-04-07	F. ERIC SMITH	2021-04-07
001	2019-01-01	FRANK SMITH	2020-05-18	FRANK SMITH	2020-05-18
001	2018-01-01	F. ERIC SMITH	2019-04-10	F. ERIC SMITH	2019-04-10
001	2017-01-01	FRANK.ERIC SMITH	2018-05-18	FRANK.ERIC SMITH	2018-05-18
001	2016-01-01	F. ERIC SMITH	2017-06-26
001	2015-01-01	F. ERIC SMITH	2016-07-18
001	2014-01-01	F. ERIC SMITH	2015-07-14
001	2013-01-01	F. ERIC SMITH	2014-07-29
001	2012-01-01	FRANK SMITH	2013-04-03	FRANK SMITH	2013-04-03
001	2011-01-01	FRANK SMITH	2012-05-21	FRANK SMITH	2012-05-21
001	2010-01-01	F. ERIC SMITH		F. ERIC SMITH	2011-07-06
001	2009-01-01	F. ERIC SMITH		F. ERIC SMITH	2010-08-09

Plan Statistics for FRANK E. SMITH FH, INC., 401K PSP

401k plan membership statisitcs for FRANK E. SMITH FH, INC., 401K PSP

Measure Date Value
2010: FRANK E. SMITH FH, INC., 401K PSP 2010 401k membership
Total participants, beginning-of-year 2010-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 17
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 18
Number of participants with account balances 2010-01-01 11
2009: FRANK E. SMITH FH, INC., 401K PSP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 16
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2010: FRANK E. SMITH FH, INC., 401K PSP 2010 401k membership
Total participants, beginning-of-year	2010-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	17
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	18
Number of participants with account balances	2010-01-01	11
2009: FRANK E. SMITH FH, INC., 401K PSP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	16
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on FRANK E. SMITH FH, INC., 401K PSP

Measure	Date	Value
2010 : FRANK E. SMITH FH, INC., 401K PSP 2010 401k financial data
Total income from all sources	2010-12-31	$229,785
Expenses. Total of all expenses incurred	2010-12-31	$3,205
Benefits paid (including direct rollovers)	2010-12-31	$3,169
Total plan assets at end of year	2010-12-31	$4,068,668
Total plan assets at beginning of year	2010-12-31	$3,842,088
Value of fidelity bond covering the plan	2010-12-31	$450,000
Total contributions received or receivable from participants	2010-12-31	$72,037
Expenses. Other expenses not covered elsewhere	2010-12-31	$36
Other income received	2010-12-31	$53,194
Net income (gross income less expenses)	2010-12-31	$226,580
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,068,668
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,842,088
Total contributions received or receivable from employer(s)	2010-12-31	$104,554

Form 5500 Responses for FRANK E. SMITH FH, INC., 401K PSP

2010: FRANK E. SMITH FH, INC., 401K PSP 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FRANK E. SMITH FH, INC., 401K PSP 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 47047 )

Policy contract number

B950

Policy instance

Insurance contract or identification number	B950
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Insurance broker organization code?	3
Insurance broker name	JAMES D MAXWELL JR

Potentially related plans

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Company Name:	FRANK E. SMITH FH, INC.
Employer identification number (EIN):	310735108
NAIC Classification:	812210
NAIC Description:	Funeral Homes and Funeral Services