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ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 401k Plan overview

Plan NameROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN
Plan identification number 001

ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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

ROBERT G. SMITH, D.D.S., CHARTERED has sponsored the creation of one or more 401k plans.

Company Name:ROBERT G. SMITH, D.D.S., CHARTERED
Employer identification number (EIN):480765987
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01GRANT R. SMITH
0012011-01-01ROBERT G. SMITH
0012009-01-01ROBERT G. SMITH ROBERT G. SMITH2010-08-09

Plan Statistics for ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN

Measure Date Value
2012: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0111
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN

Measure Date Value
2012 : ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$190,197
Expenses. Total of all expenses incurred2012-12-31$59,706
Benefits paid (including direct rollovers)2012-12-31$49,943
Total plan assets at end of year2012-12-31$1,666,550
Total plan assets at beginning of year2012-12-31$1,536,059
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$61,926
Expenses. Other expenses not covered elsewhere2012-12-31$9,663
Other income received2012-12-31$106,742
Net income (gross income less expenses)2012-12-31$130,491
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,666,550
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,536,059
Assets. Value of assets in partnership/joint-venture interests2012-12-31$4,885
Total contributions received or receivable from employer(s)2012-12-31$21,529
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2011 401k financial data
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$80,366
Expenses. Total of all expenses incurred2011-12-31$71,632
Benefits paid (including direct rollovers)2011-12-31$62,510
Total plan assets at end of year2011-12-31$1,536,059
Total plan assets at beginning of year2011-12-31$1,527,325
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$53,015
Contributions received from other sources (not participants or employers)2011-12-31$47,505
Other income received2011-12-31$-37,375
Net income (gross income less expenses)2011-12-31$8,734
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,536,059
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,527,325
Assets. Value of assets in partnership/joint-venture interests2011-12-31$3,937
Total contributions received or receivable from employer(s)2011-12-31$17,221
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$9,122
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$191,372
Expenses. Total of all expenses incurred2010-12-31$11,079
Benefits paid (including direct rollovers)2010-12-31$1,188
Total plan assets at end of year2010-12-31$1,527,325
Total plan assets at beginning of year2010-12-31$1,347,032
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$42,709
Expenses. Other expenses not covered elsewhere2010-12-31$0
Other income received2010-12-31$118,663
Net income (gross income less expenses)2010-12-31$180,293
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,527,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,347,032
Assets. Value of assets in partnership/joint-venture interests2010-12-31$3,913
Total contributions received or receivable from employer(s)2010-12-31$30,000
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$9,891
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN

2012: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT G. SMITH, D.D.S. CHARTERED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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