401k Plan data: PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST plan

PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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

Company Name: PHILIP SMITH

Employer identification number (EIN): 465076167

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 PHILIP SMITH 2023-07-06
001 2021-01-01 PHILIP SMITH 2022-07-05
001 2020-01-01 PHILIP SMITH 2021-05-10
001 2019-01-01 PHILIP SMITH 2020-04-13
001 2018-01-01 PHILIP SMITH 2019-05-08
001 2017-01-01 PHILIP SMITH 2018-07-17
001 2016-01-01 PHILIP SMITH 2017-05-12
001 2015-01-01 PHILIP SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	PHILIP SMITH	2023-07-06
001	2021-01-01	PHILIP SMITH	2022-07-05
001	2020-01-01	PHILIP SMITH	2021-05-10
001	2019-01-01	PHILIP SMITH	2020-04-13
001	2018-01-01	PHILIP SMITH	2019-05-08
001	2017-01-01	PHILIP SMITH	2018-07-17
001	2016-01-01	PHILIP SMITH	2017-05-12
001	2015-01-01	PHILIP SMITH

Plan Statistics for PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 3
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 3
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2015: PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	3
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	3
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$162,410
Expenses. Total of all expenses incurred	2015-12-31	$2,306
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$160,104
Total plan assets at beginning of year	2015-12-31	$0
Value of fidelity bond covering the plan	2015-12-31	$20,000
Total contributions received or receivable from participants	2015-12-31	$23,532
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$11
Other income received	2015-12-31	$134,694
Net income (gross income less expenses)	2015-12-31	$160,104
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$160,104
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$4,173
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,306

Form 5500 Responses for PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST

2015: PHILIP SMITH 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PHILIP SMITH
Employer identification number (EIN):	465076167
NAIC Classification:	812990
NAIC Description:	All Other Personal Services