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JEFFREY P. SMITH, DDS, PC 401(K) PLAN 401k Plan overview

Plan NameJEFFREY P. SMITH, DDS, PC 401(K) PLAN
Plan identification number 001

JEFFREY P. SMITH, DDS, PC 401(K) 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.
  • 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

JEFFREY P SMITH, DDS, PC has sponsored the creation of one or more 401k plans.

Company Name:JEFFREY P SMITH, DDS, PC
Employer identification number (EIN):431466743
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFREY P. SMITH, DDS, PC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY P. SMITH2024-04-27
0012022-01-01JEFFREY P. SMITH2023-06-15
0012021-01-01JEFFREY P. SMITH2022-05-20
0012020-01-01JEFFREY P. SMITH2021-03-01
0012019-01-01JEFFREY P. SMITH2020-01-31
0012018-01-01JEFFREY P. SMITH2019-03-25
0012017-01-01JEFFREY P. SMITH2018-03-25
0012016-01-01JEFFREY P. SMITH2017-02-25
0012015-01-01JEFFREY P. SMITH2016-02-05
0012014-01-01JEFFREY P. SMITH2015-02-27
0012013-01-01JEFFREY P. SMITH
0012012-01-01JEFFREY P. SMITH
0012011-01-01JEFFREY P. SMITH
0012010-01-01JEFFREY P. SMITH2011-06-05 JEFFREY P. SMITH2011-06-05

Plan Statistics for JEFFREY P. SMITH, DDS, PC 401(K) PLAN

401k plan membership statisitcs for JEFFREY P. SMITH, DDS, PC 401(K) PLAN

Measure Date Value
2013: JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-018
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 participants2011-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-018
Number of participants with account balances2011-01-018

Financial Data on JEFFREY P. SMITH, DDS, PC 401(K) PLAN

Measure Date Value
2013 : JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$386,522
Total plan assets at end of year2013-12-31$1,581,397
Total plan assets at beginning of year2013-12-31$1,194,875
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$40,161
Contributions received from other sources (not participants or employers)2013-12-31$192,186
Other income received2013-12-31$123,264
Net income (gross income less expenses)2013-12-31$386,522
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,581,397
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,194,875
Total contributions received or receivable from employer(s)2013-12-31$30,911
2012 : JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$214,008
Expenses. Total of all expenses incurred2012-12-31$259,506
Benefits paid (including direct rollovers)2012-12-31$259,506
Total plan assets at end of year2012-12-31$1,194,875
Total plan assets at beginning of year2012-12-31$1,240,373
Value of fidelity bond covering the plan2012-12-31$250,000
Total contributions received or receivable from participants2012-12-31$44,856
Other income received2012-12-31$132,890
Net income (gross income less expenses)2012-12-31$-45,498
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,194,875
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,240,373
Total contributions received or receivable from employer(s)2012-12-31$36,262
2011 : JEFFREY P. SMITH, DDS, PC 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$118,993
Expenses. Total of all expenses incurred2011-12-31$14,450
Total plan assets at end of year2011-12-31$1,240,373
Total plan assets at beginning of year2011-12-31$1,135,830
Value of fidelity bond covering the plan2011-12-31$250,000
Total contributions received or receivable from participants2011-12-31$44,867
Expenses. Other expenses not covered elsewhere2011-12-31$14,450
Other income received2011-12-31$30,398
Net income (gross income less expenses)2011-12-31$104,543
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,240,373
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,135,830
Total contributions received or receivable from employer(s)2011-12-31$43,728

Form 5500 Responses for JEFFREY P. SMITH, DDS, PC 401(K) PLAN

2013: JEFFREY P. SMITH, DDS, PC 401(K) 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: JEFFREY P. SMITH, DDS, PC 401(K) 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: JEFFREY P. SMITH, DDS, PC 401(K) 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

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