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MICHAEL LEBBY SMITH PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL LEBBY SMITH PROFIT SHARING PLAN
Plan identification number 001

MICHAEL LEBBY SMITH PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Plan covering Self-Employed individuals.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

MICHAEL LEBBY SMITH has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL LEBBY SMITH
Employer identification number (EIN):341506540
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL LEBBY SMITH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01STEPHEN L BERGMAN2023-10-11 STEPHEN L BERGMAN2023-10-11
0012021-01-01STEPHEN L BERGMAN2022-10-14 STEPHEN L BERGMAN2022-10-14
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2018-10-12
0012017-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH
0012016-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2017-07-28
0012015-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2016-10-11
0012014-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2015-07-22
0012013-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2014-07-11
0012012-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2013-10-04
0012011-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2012-10-02
0012009-01-01MICHAEL LEBBY SMITH
0012009-01-01MICHAEL LEBBY SMITH
0012009-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2010-07-28
0012009-01-01MICHAEL LEBBY SMITH MICHAEL LEBBY SMITH2010-07-29

Plan Statistics for MICHAEL LEBBY SMITH PROFIT SHARING PLAN

401k plan membership statisitcs for MICHAEL LEBBY SMITH PROFIT SHARING PLAN

Measure Date Value
2023: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011
Number of participants with account balances2013-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011
Total number of active participants reported on line 7a of the Form 55002012-01-011
Total of all active and inactive participants2012-01-011
Total participants2012-01-011
Number of participants with account balances2012-01-011
2011: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Total of all active and inactive participants2011-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011
Number of participants with account balances2011-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on MICHAEL LEBBY SMITH PROFIT SHARING PLAN

Measure Date Value
2023 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-12-31$2,070
Total plan assets at end of year2023-12-31$23,807
Total plan assets at beginning of year2023-12-31$21,737
Other income received2023-12-31$2,070
Net income (gross income less expenses)2023-12-31$2,070
Net plan assets at end of year (total assets less liabilities)2023-12-31$23,807
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$21,737
2022 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-3,296
Total plan assets at end of year2022-12-31$21,737
Total plan assets at beginning of year2022-12-31$25,033
Other income received2022-12-31$-3,296
Net income (gross income less expenses)2022-12-31$-3,296
Net plan assets at end of year (total assets less liabilities)2022-12-31$21,737
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$25,033
2021 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$-1,224
Total plan assets at end of year2021-12-31$25,033
Total plan assets at beginning of year2021-12-31$26,257
Other income received2021-12-31$-1,224
Net income (gross income less expenses)2021-12-31$-1,224
Net plan assets at end of year (total assets less liabilities)2021-12-31$25,033
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$26,257
2020 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$11,487
Total plan assets at end of year2020-12-31$26,257
Total plan assets at beginning of year2020-12-31$14,770
Other income received2020-12-31$11,487
Net income (gross income less expenses)2020-12-31$11,487
Net plan assets at end of year (total assets less liabilities)2020-12-31$26,257
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$14,770
2019 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$-15,201
Total plan assets at end of year2019-12-31$14,770
Total plan assets at beginning of year2019-12-31$29,971
Other income received2019-12-31$-15,201
Net income (gross income less expenses)2019-12-31$-15,201
Net plan assets at end of year (total assets less liabilities)2019-12-31$14,770
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$29,971
2018 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-3,542
Expenses. Total of all expenses incurred2018-12-31$51,042
Benefits paid (including direct rollovers)2018-12-31$51,042
Total plan assets at end of year2018-12-31$29,971
Total plan assets at beginning of year2018-12-31$84,555
Other income received2018-12-31$-3,542
Net income (gross income less expenses)2018-12-31$-54,584
Net plan assets at end of year (total assets less liabilities)2018-12-31$29,971
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$84,555
2017 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$30,337
Total plan assets at end of year2017-12-31$84,555
Total plan assets at beginning of year2017-12-31$54,218
Other income received2017-12-31$30,337
Net income (gross income less expenses)2017-12-31$30,337
Net plan assets at end of year (total assets less liabilities)2017-12-31$84,555
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$54,218
2016 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$-7,779
Expenses. Total of all expenses incurred2016-12-31$51,609
Benefits paid (including direct rollovers)2016-12-31$50,000
Total plan assets at end of year2016-12-31$54,218
Total plan assets at beginning of year2016-12-31$113,606
Expenses. Other expenses not covered elsewhere2016-12-31$1,609
Other income received2016-12-31$-7,779
Net income (gross income less expenses)2016-12-31$-59,388
Net plan assets at end of year (total assets less liabilities)2016-12-31$54,218
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$113,606
2015 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$-27,172
Expenses. Total of all expenses incurred2015-12-31$51,237
Benefits paid (including direct rollovers)2015-12-31$50,000
Total plan assets at end of year2015-12-31$113,606
Total plan assets at beginning of year2015-12-31$192,015
Expenses. Other expenses not covered elsewhere2015-12-31$1,237
Other income received2015-12-31$-27,172
Net income (gross income less expenses)2015-12-31$-78,409
Net plan assets at end of year (total assets less liabilities)2015-12-31$113,606
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$192,015
2014 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$6,598
Expenses. Total of all expenses incurred2014-12-31$53,379
Benefits paid (including direct rollovers)2014-12-31$52,279
Total plan assets at end of year2014-12-31$192,015
Total plan assets at beginning of year2014-12-31$238,796
Expenses. Other expenses not covered elsewhere2014-12-31$1,100
Other income received2014-12-31$6,598
Net income (gross income less expenses)2014-12-31$-46,781
Net plan assets at end of year (total assets less liabilities)2014-12-31$192,015
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$238,796
2013 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$17,152
Expenses. Total of all expenses incurred2013-12-31$1,038
Total plan assets at end of year2013-12-31$238,796
Total plan assets at beginning of year2013-12-31$222,682
Expenses. Other expenses not covered elsewhere2013-12-31$1,038
Other income received2013-12-31$17,152
Net income (gross income less expenses)2013-12-31$16,114
Net plan assets at end of year (total assets less liabilities)2013-12-31$238,796
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$222,682
2012 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$11,242
Total plan assets at end of year2012-12-31$222,682
Total plan assets at beginning of year2012-12-31$211,440
Other income received2012-12-31$11,242
Net income (gross income less expenses)2012-12-31$11,242
Net plan assets at end of year (total assets less liabilities)2012-12-31$222,682
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$211,440
2011 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$-7,914
Expenses. Total of all expenses incurred2011-12-31$285,489
Benefits paid (including direct rollovers)2011-12-31$284,586
Total plan assets at end of year2011-12-31$211,440
Total plan assets at beginning of year2011-12-31$504,843
Other income received2011-12-31$-7,914
Net income (gross income less expenses)2011-12-31$-293,403
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,440
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$504,843
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$903
2010 : MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,111
Expenses. Total of all expenses incurred2010-12-31$959
Total plan assets at end of year2010-12-31$504,843
Total plan assets at beginning of year2010-12-31$502,691
Other income received2010-12-31$3,111
Net income (gross income less expenses)2010-12-31$2,152
Net plan assets at end of year (total assets less liabilities)2010-12-31$504,843
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$502,691
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$959

Form 5500 Responses for MICHAEL LEBBY SMITH PROFIT SHARING PLAN

2023: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MICHAEL LEBBY SMITH PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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