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SMITH & WEER, P.C. PROFIT SHARING PLAN 401k Plan overview

Plan NameSMITH & WEER, P.C. PROFIT SHARING PLAN
Plan identification number 001

SMITH & WEER, P.C. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

SMITH & WEER, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & WEER, P.C.
Employer identification number (EIN):371414849
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & WEER, P.C. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILMER WEER2024-06-25 WILMER WEER2024-06-25
0012022-01-01WILMER E. WEER2023-07-18 WILMER E. WEER2023-07-18
0012021-01-01WILMER E. WEER2022-07-20 WILMER E. WEER2022-07-20
0012020-01-01WILMER E. WEER2021-07-01 WILMER E. WEER2021-07-01
0012019-01-01WILMER E. WEER2020-07-17 WILMER E. WEER2020-07-17
0012018-01-01WILMER E. WEER2019-07-23 WILMER E. WEER2019-07-23
0012017-01-01WILMER E. WEER2018-07-19 WILMER E. WEER2018-07-19
0012016-01-01WILMER E. WEER2017-06-27 WILMER E. WEER2017-06-27
0012015-01-01WILMER WEER
0012014-01-01WILMER WEER WILMER WEER2015-07-28
0012013-01-01WILMER E. WEER WILMER E. WEER2014-07-16
0012012-01-01WILMER EDGAR WEER WILMER EDGAR WEER2013-07-19
0012011-01-01WILMER E. WEER
0012009-01-01
0012009-01-01WILMER WEER WILMER WEER2010-10-04

Plan Statistics for SMITH & WEER, P.C. PROFIT SHARING PLAN

401k plan membership statisitcs for SMITH & WEER, P.C. PROFIT SHARING PLAN

Measure Date Value
2015: SMITH & WEER, P.C. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-014
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 participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SMITH & WEER, P.C. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-013
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 participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SMITH & WEER, P.C. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
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 participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Number of participants with account balances2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SMITH & WEER, P.C. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SMITH & WEER, P.C. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SMITH & WEER, P.C. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-014
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SMITH & WEER, P.C. PROFIT SHARING PLAN

Measure Date Value
2015 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,805
Expenses. Total of all expenses incurred2015-12-31$1,217
Total plan assets at end of year2015-12-31$373,882
Total plan assets at beginning of year2015-12-31$354,294
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$16,812
Expenses. Other expenses not covered elsewhere2015-12-31$1,217
Other income received2015-12-31$-3,951
Net income (gross income less expenses)2015-12-31$19,588
Net plan assets at end of year (total assets less liabilities)2015-12-31$373,882
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$354,294
Assets. Value of participant loans2015-12-31$41,809
Total contributions received or receivable from employer(s)2015-12-31$7,944
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$48,119
Expenses. Total of all expenses incurred2014-12-31$23,635
Benefits paid (including direct rollovers)2014-12-31$22,504
Total plan assets at end of year2014-12-31$354,294
Total plan assets at beginning of year2014-12-31$329,810
Total contributions received or receivable from participants2014-12-31$19,661
Expenses. Other expenses not covered elsewhere2014-12-31$1,131
Contributions received from other sources (not participants or employers)2014-12-31$897
Other income received2014-12-31$15,332
Net income (gross income less expenses)2014-12-31$24,484
Net plan assets at end of year (total assets less liabilities)2014-12-31$354,294
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$329,810
Assets. Value of participant loans2014-12-31$40,105
Total contributions received or receivable from employer(s)2014-12-31$12,229
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$68,921
Expenses. Total of all expenses incurred2013-12-31$979
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$329,810
Total plan assets at beginning of year2013-12-31$261,868
Total contributions received or receivable from participants2013-12-31$22,884
Expenses. Other expenses not covered elsewhere2013-12-31$979
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$33,145
Net income (gross income less expenses)2013-12-31$67,942
Net plan assets at end of year (total assets less liabilities)2013-12-31$329,810
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$261,868
Assets. Value of participant loans2013-12-31$38,470
Total contributions received or receivable from employer(s)2013-12-31$12,892
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$54,922
Expenses. Total of all expenses incurred2012-12-31$4,946
Benefits paid (including direct rollovers)2012-12-31$4,800
Total plan assets at end of year2012-12-31$261,868
Total plan assets at beginning of year2012-12-31$211,892
Value of fidelity bond covering the plan2012-12-31$20,000
Total contributions received or receivable from participants2012-12-31$19,335
Expenses. Other expenses not covered elsewhere2012-12-31$146
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$23,029
Net income (gross income less expenses)2012-12-31$49,976
Net plan assets at end of year (total assets less liabilities)2012-12-31$261,868
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$211,892
Assets. Value of participant loans2012-12-31$36,893
Total contributions received or receivable from employer(s)2012-12-31$12,558
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$38,737
Expenses. Total of all expenses incurred2011-12-31$2,500
Benefits paid (including direct rollovers)2011-12-31$2,500
Total plan assets at end of year2011-12-31$211,892
Total plan assets at beginning of year2011-12-31$175,655
Value of fidelity bond covering the plan2011-12-31$20,000
Total contributions received or receivable from participants2011-12-31$24,097
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$2,053
Net income (gross income less expenses)2011-12-31$36,237
Net plan assets at end of year (total assets less liabilities)2011-12-31$211,892
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$175,655
Assets. Value of participant loans2011-12-31$35,393
Total contributions received or receivable from employer(s)2011-12-31$12,587
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : SMITH & WEER, P.C. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$31,553
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$175,655
Total plan assets at beginning of year2010-12-31$144,102
Value of fidelity bond covering the plan2010-12-31$17,086
Total contributions received or receivable from participants2010-12-31$9,212
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$17,292
Net income (gross income less expenses)2010-12-31$31,553
Net plan assets at end of year (total assets less liabilities)2010-12-31$175,655
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$144,102
Assets. Value of participant loans2010-12-31$12,339
Total contributions received or receivable from employer(s)2010-12-31$5,049
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0

Form 5500 Responses for SMITH & WEER, P.C. PROFIT SHARING PLAN

2015: SMITH & WEER, P.C. PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMITH & WEER, P.C. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMITH & WEER, P.C. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMITH & WEER, P.C. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMITH & WEER, P.C. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMITH & WEER, P.C. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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