401k Plan data: ROBERT D. SMITH AGE-WEIGHTED PROFIT SHARING PLAN plan

ROBERT D. SMITH AGE-WEIGHTED PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT D. SMITH AGE-WEIGHTED PROFIT SHARING PLAN
Plan identification number	001

ROBERT D. SMITH AGE-WEIGHTED PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

ROBERT D. SMITH has sponsored the creation of one or more 401k plans.

Company Name: ROBERT D. SMITH

Employer identification number (EIN): 421445386

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT D. SMITH AGE-WEIGHTED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBERT SMITH 2024-05-28
001 2022-01-01 ROBERT D. SMITH 2023-04-28
001 2021-01-01 ROBERT D. SMITH 2022-05-09
001 2020-01-01 ROBERT D. SMITH 2021-07-13
001 2019-01-01 ROBERT D. SMITH 2020-07-20
001 2018-01-01 ROBERT D. SMITH 2019-07-24
001 2017-01-01 ROBERT D. SMITH 2018-07-24
001 2016-01-01 ROBERT D. SMITH 2017-05-15
001 2015-01-01 ROBERT D. SMITH 2016-05-01
001 2014-01-01 ROBERT D. SMITH 2015-07-06
001 2013-01-01 ROBERT SMITH 2014-05-29 ROBERT SMITH 2014-05-29
001 2012-01-01 ROBERT SMITH 2013-06-20 ROBERT SMITH 2013-06-20
001 2011-01-01 ROBERT SMITH 2012-06-25 ROBERT SMITH 2012-06-25
001 2010-01-01 ROBERT SMITH 2011-07-13 ROBERT SMITH 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ROBERT SMITH	2024-05-28
001	2022-01-01	ROBERT D. SMITH	2023-04-28
001	2021-01-01	ROBERT D. SMITH	2022-05-09
001	2020-01-01	ROBERT D. SMITH	2021-07-13
001	2019-01-01	ROBERT D. SMITH	2020-07-20
001	2018-01-01	ROBERT D. SMITH	2019-07-24
001	2017-01-01	ROBERT D. SMITH	2018-07-24
001	2016-01-01	ROBERT D. SMITH	2017-05-15
001	2015-01-01	ROBERT D. SMITH	2016-05-01
001	2014-01-01	ROBERT D. SMITH	2015-07-06
001	2013-01-01	ROBERT SMITH	2014-05-29	ROBERT SMITH	2014-05-29
001	2012-01-01	ROBERT SMITH	2013-06-20	ROBERT SMITH	2013-06-20
001	2011-01-01	ROBERT SMITH	2012-06-25	ROBERT SMITH	2012-06-25
001	2010-01-01	ROBERT SMITH	2011-07-13	ROBERT SMITH	2011-07-13

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Company Name:	ROBERT D. SMITH
Employer identification number (EIN):	421445386
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages