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SMITH INSURANCE GROUP INC. RETIREMENT PLAN 401k Plan overview

Plan NameSMITH INSURANCE GROUP INC. RETIREMENT PLAN
Plan identification number 001

SMITH INSURANCE GROUP INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 INSURANCE GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name:SMITH INSURANCE GROUP INC.
Employer identification number (EIN):461240947

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH INSURANCE GROUP INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-10-22KERRY SMITH

Plan Statistics for SMITH INSURANCE GROUP INC. RETIREMENT PLAN

401k plan membership statisitcs for SMITH INSURANCE GROUP INC. RETIREMENT PLAN

Measure Date Value
2012: SMITH INSURANCE GROUP INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-221
Total number of active participants reported on line 7a of the Form 55002012-10-221
Number of retired or separated participants receiving benefits2012-10-220
Number of other retired or separated participants entitled to future benefits2012-10-220
Total of all active and inactive participants2012-10-221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-220
Total participants2012-10-221
Number of participants with account balances2012-10-221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-220

Financial Data on SMITH INSURANCE GROUP INC. RETIREMENT PLAN

Measure Date Value
2012 : SMITH INSURANCE GROUP INC. RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-12-31$94,975
Expenses. Total of all expenses incurred2012-12-31$25
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$94,950
Value of fidelity bond covering the plan2012-12-31$10,000
Total contributions received or receivable from participants2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$94,975
Other income received2012-12-31$0
Net income (gross income less expenses)2012-12-31$94,950
Net plan assets at end of year (total assets less liabilities)2012-12-31$94,950
Assets. Value of employer securities2012-12-31$94,950
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25

Form 5500 Responses for SMITH INSURANCE GROUP INC. RETIREMENT PLAN

2012: SMITH INSURANCE GROUP INC. RETIREMENT PLAN 2012 form 5500 responses
2012-10-22Type of plan entitySingle employer plan
2012-10-22First time form 5500 has been submittedYes
2012-10-22This return/report is a short plan year return/report (less than 12 months)Yes
2012-10-22Plan funding arrangement – TrustYes
2012-10-22Plan benefit arrangement - TrustYes

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