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IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameIVAN J. SMITH & CO., INC. PROFIT SHARING PLAN
Plan identification number 001

IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

IVAN J. SMITH & CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:IVAN J. SMITH & CO., INC.
Employer identification number (EIN):452068957
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Additional information about IVAN J. SMITH & CO., INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1969-01-28
Company Identification Number: 340707
Legal Registered Office Address: 1300 S OCEAN BLVD

POMPANO BEACH

33062

More information about IVAN J. SMITH & CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-02-01IVAN J. SMITH
0012011-02-01IVAN J. SMITH

Plan Statistics for 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-year2012-02-012
Total number of active participants reported on line 7a of the Form 55002012-02-012
Number of retired or separated participants receiving benefits2012-02-010
Number of other retired or separated participants entitled to future benefits2012-02-010
Total of all active and inactive participants2012-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-02-010
Total participants2012-02-012
Number of participants with account balances2012-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-02-010
2011: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-013
Total number of active participants reported on line 7a of the Form 55002011-02-012
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-02-010
Total participants2011-02-012
Number of participants with account balances2011-02-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-02-010

Financial Data on IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN

Measure Date Value
2013 : IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-01-31$-25,579
Expenses. Total of all expenses incurred2013-01-31$5,971
Total plan assets at end of year2013-01-31$601,841
Total plan assets at beginning of year2013-01-31$633,391
Value of fidelity bond covering the plan2013-01-31$265,000
Assets. Value of loans (other than to participants)2013-01-31$114,539
Expenses. Other expenses not covered elsewhere2013-01-31$5,971
Other income received2013-01-31$-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 year2013-01-31$39,908
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-01-31$0
2012 : IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-01-31$6,189
Expenses. Total of all expenses incurred2012-01-31$50,816
Benefits paid (including direct rollovers)2012-01-31$43,454
Total plan assets at end of year2012-01-31$633,391
Total plan assets at beginning of year2012-01-31$678,018
Value of fidelity bond covering the plan2012-01-31$224,477
Assets. Value of loans (other than to participants)2012-01-31$195,413
Expenses. Other expenses not covered elsewhere2012-01-31$4,647
Other income received2012-01-31$6,189
Net income (gross income less expenses)2012-01-31$-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 securities2012-01-31$0

Form 5500 Responses for IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN

2012: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planNo
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: IVAN J. SMITH & CO., INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planNo
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes

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