Plan Name | SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | SMITH INSURANCE SERVICES, INC. |
Employer identification number (EIN): | 311681663 |
NAIC Classification: | 523900 |
Additional information about SMITH INSURANCE SERVICES, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1999-12-30 |
Company Identification Number: | 1125391 |
Legal Registered Office Address: |
711 OLDE POND LN - POWELL United States of America (USA) 430650000 |
More information about SMITH INSURANCE SERVICES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ROBERT L. SMITH, JR. | 2019-04-15 | ||
001 | 2017-01-01 | ROBERT L. SMITH, JR. | 2018-06-18 | ||
001 | 2016-01-01 | ROBERT L. SMITH, JR. | 2017-07-21 | ||
001 | 2015-01-01 | ROBERT L. SMITH, JR. | 2016-07-18 | ||
001 | 2014-01-01 | ROBERT L. SMITH, JR. | 2015-09-28 | ||
001 | 2013-01-01 | ROBERT L. SMITH, JR. | 2014-09-23 | ||
001 | 2012-01-01 | ROBERT L. SMITH, JR. | 2013-10-07 | ||
001 | 2011-01-01 | ROBERT L. SMITH, JR. | 2012-10-11 | ||
001 | 2010-01-01 | ROBERT L. SMITH, JR. | 2011-07-20 | ||
001 | 2008-01-01 | ROBERT L. SMITH, JR. | ROBERT L. SMITH, JR. | 2010-10-08 | |
001 | 2007-01-01 | ROBERT L. SMITH, JR. | ROBERT L. SMITH, JR. | 2010-10-08 | |
001 | 2006-01-01 | ROBERT L. SMITH, JR. | ROBERT L. SMITH, JR. | 2010-10-08 | |
001 | 2005-01-01 | ||||
001 | 2005-01-01 | ROBERT L. SMITH, JR. | ROBERT L. SMITH, JR. | 2010-10-08 |
Measure | Date | Value |
---|---|---|
2008: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 0 |
Total of all active and inactive participants | 2008-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 0 |
Total participants | 2008-01-01 | 5 |
Number of participants with account balances | 2008-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 0 |
2007: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 401k membership | ||
Total participants, beginning-of-year | 2007-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2007-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 0 |
Total of all active and inactive participants | 2007-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
Total participants | 2007-01-01 | 5 |
Number of participants with account balances | 2007-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
2006: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 401k membership | ||
Total participants, beginning-of-year | 2006-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2006-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2006-01-01 | 0 |
Total of all active and inactive participants | 2006-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-01-01 | 0 |
Total participants | 2006-01-01 | 5 |
Number of participants with account balances | 2006-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-01-01 | 0 |
2005: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 401k membership | ||
Total participants, beginning-of-year | 2005-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2005-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2005-01-01 | 0 |
Total of all active and inactive participants | 2005-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2005-01-01 | 0 |
Total participants | 2005-01-01 | 5 |
Number of participants with account balances | 2005-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2005-01-01 | 0 |
2008: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2008 form 5500 responses | ||
---|---|---|
2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | Yes |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
2008-01-01 | Plan funding arrangement – Trust | Yes |
2008-01-01 | Plan benefit arrangement - Trust | Yes |
2007: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2007 form 5500 responses | ||
2007-01-01 | Type of plan entity | Single employer plan |
2007-01-01 | Submission has been amended | Yes |
2007-01-01 | This submission is the final filing | No |
2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-01-01 | Plan is a collectively bargained plan | No |
2007-01-01 | Plan funding arrangement – Trust | Yes |
2007-01-01 | Plan benefit arrangement - Trust | Yes |
2006: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2006 form 5500 responses | ||
2006-01-01 | Type of plan entity | Single employer plan |
2006-01-01 | Submission has been amended | Yes |
2006-01-01 | This submission is the final filing | No |
2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-01-01 | Plan is a collectively bargained plan | No |
2006-01-01 | Plan funding arrangement – Trust | Yes |
2006-01-01 | Plan benefit arrangement - Trust | Yes |
2005: SMITH INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN 2005 form 5500 responses | ||
2005-01-01 | Type of plan entity | Single employer plan |
2005-01-01 | Submission has been amended | Yes |
2005-01-01 | This submission is the final filing | No |
2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-01-01 | Plan is a collectively bargained plan | No |
2005-01-01 | Plan funding arrangement – Trust | Yes |
2005-01-01 | Plan benefit arrangement - Trust | Yes |