IVAN J. SMITH & CO., INC. has sponsored the creation of one or more 401k plans.
Additional information about IVAN J. SMITH & CO., INC.
Submission information for form 5500 for 401k plan IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN
401k plan membership statisitcs for IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2012: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 2 |
| Number of retired or separated participants receiving benefits | 2012-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-02-01 | 0 |
| Total of all active and inactive participants | 2012-02-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-02-01 | 0 |
| Total participants | 2012-02-01 | 2 |
| Number of participants with account balances | 2012-02-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-02-01 | 0 |
| 2011: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 2 |
| Number of retired or separated participants receiving benefits | 2011-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-02-01 | 0 |
| Total of all active and inactive participants | 2011-02-01 | 2 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-02-01 | 0 |
| Total participants | 2011-02-01 | 2 |
| Number of participants with account balances | 2011-02-01 | 2 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-02-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-01-31 | $-25,579 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $5,971 |
| Total plan assets at end of year | 2013-01-31 | $601,841 |
| Total plan assets at beginning of year | 2013-01-31 | $633,391 |
| Value of fidelity bond covering the plan | 2013-01-31 | $265,000 |
| Assets. Value of loans (other than to participants) | 2013-01-31 | $114,539 |
| Expenses. Other expenses not covered elsewhere | 2013-01-31 | $5,971 |
| Other income received | 2013-01-31 | $-25,579 |
| Net income (gross income less expenses) | 2013-01-31 | $-31,550 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $601,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $633,391 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2013-01-31 | $39,908 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-01-31 | $0 |
| 2012 : IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $6,189 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $50,816 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $43,454 |
| Total plan assets at end of year | 2012-01-31 | $633,391 |
| Total plan assets at beginning of year | 2012-01-31 | $678,018 |
| Value of fidelity bond covering the plan | 2012-01-31 | $224,477 |
| Assets. Value of loans (other than to participants) | 2012-01-31 | $195,413 |
| Expenses. Other expenses not covered elsewhere | 2012-01-31 | $4,647 |
| Other income received | 2012-01-31 | $6,189 |
| Net income (gross income less expenses) | 2012-01-31 | $-44,627 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $633,391 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $678,018 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-01-31 | $2,715 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-01-31 | $0 |
| 2012: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
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