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SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameSMITH & TART, DDS, PA 401K PROFIT SHARING PLAN
Plan identification number 003

SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMITH & TART , DDS, PA has sponsored the creation of one or more 401k plans.

Company Name:SMITH & TART , DDS, PA
Employer identification number (EIN):561057348
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01KATHY SALTAMARTINI2021-12-27
0032020-01-01KATHY SALTAMARTINI2021-06-28
0032019-07-01KATHY SALTAMARTINI2020-08-03
0032018-07-01
0032017-07-01RAYMOND WILLEFORD
0032016-07-01JAMES SMITH
0032015-07-01JAMES SMITH
0032014-07-01JAMES SMITH
0032013-07-01JAMES SMITH
0032012-07-01SUSAN MULLER FOR JAMES SMITH
0032011-07-01JAMES SMITH2012-11-26
0032010-07-01JAMES SMITH2011-08-29

Plan Statistics for SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN

401k plan membership statisitcs for SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN

Measure Date Value
2018: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111
Total number of active participants reported on line 7a of the Form 55002018-07-0112
Total of all active and inactive participants2018-07-0112
Total participants2018-07-0112
Number of participants with account balances2018-07-0112
2017: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-0111
Total of all active and inactive participants2017-07-0111
Total participants2017-07-0111
Number of participants with account balances2017-07-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-012
2016: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0116
Total number of active participants reported on line 7a of the Form 55002016-07-0117
Total of all active and inactive participants2016-07-0117
Total participants2016-07-0117
Number of participants with account balances2016-07-0117
2015: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0116
Total number of active participants reported on line 7a of the Form 55002015-07-0116
Total of all active and inactive participants2015-07-0116
Total participants2015-07-0116
Number of participants with account balances2015-07-0116
2014: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0116
Total number of active participants reported on line 7a of the Form 55002014-07-0116
Total of all active and inactive participants2014-07-0116
Total participants2014-07-0116
Number of participants with account balances2014-07-0116
2013: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0115
Total number of active participants reported on line 7a of the Form 55002013-07-0116
Total of all active and inactive participants2013-07-0116
Total participants2013-07-0116
Number of participants with account balances2013-07-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-011
2012: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0114
Total number of active participants reported on line 7a of the Form 55002012-07-0115
Total of all active and inactive participants2012-07-0115
Total participants2012-07-0115
Number of participants with account balances2012-07-0115

Financial Data on SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN

Measure Date Value
2019 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$-249,333
Expenses. Total of all expenses incurred2019-06-30$29,226
Benefits paid (including direct rollovers)2019-06-30$17,954
Total plan assets at end of year2019-06-30$2,629,466
Total plan assets at beginning of year2019-06-30$2,908,025
Total contributions received or receivable from participants2019-06-30$17,426
Expenses. Other expenses not covered elsewhere2019-06-30$11,272
Other income received2019-06-30$-311,207
Net income (gross income less expenses)2019-06-30$-278,559
Net plan assets at end of year (total assets less liabilities)2019-06-30$2,629,466
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$2,908,025
Total contributions received or receivable from employer(s)2019-06-30$44,448
2018 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$404,686
Expenses. Total of all expenses incurred2018-06-30$250,586
Benefits paid (including direct rollovers)2018-06-30$228,211
Total plan assets at end of year2018-06-30$2,908,025
Total plan assets at beginning of year2018-06-30$2,753,925
Total contributions received or receivable from participants2018-06-30$62,299
Expenses. Other expenses not covered elsewhere2018-06-30$22,375
Other income received2018-06-30$242,139
Net income (gross income less expenses)2018-06-30$154,100
Net plan assets at end of year (total assets less liabilities)2018-06-30$2,908,025
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$2,753,925
Total contributions received or receivable from employer(s)2018-06-30$100,248
2017 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$554,148
Expenses. Total of all expenses incurred2017-06-30$21,057
Total plan assets at end of year2017-06-30$2,753,925
Total plan assets at beginning of year2017-06-30$2,220,834
Total contributions received or receivable from participants2017-06-30$67,577
Expenses. Other expenses not covered elsewhere2017-06-30$21,057
Other income received2017-06-30$365,617
Net income (gross income less expenses)2017-06-30$533,091
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,753,925
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,220,834
Total contributions received or receivable from employer(s)2017-06-30$120,954
2016 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$109,356
Expenses. Total of all expenses incurred2016-06-30$36,624
Benefits paid (including direct rollovers)2016-06-30$17,390
Total plan assets at end of year2016-06-30$2,220,834
Total plan assets at beginning of year2016-06-30$2,148,102
Value of fidelity bond covering the plan2016-06-30$300,000
Total contributions received or receivable from participants2016-06-30$62,608
Expenses. Other expenses not covered elsewhere2016-06-30$19,234
Other income received2016-06-30$-65,417
Net income (gross income less expenses)2016-06-30$72,732
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,220,834
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,148,102
Total contributions received or receivable from employer(s)2016-06-30$112,165
2015 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$155,361
Expenses. Total of all expenses incurred2015-06-30$20,348
Benefits paid (including direct rollovers)2015-06-30$2,129
Total plan assets at end of year2015-06-30$2,148,102
Total plan assets at beginning of year2015-06-30$2,013,089
Value of fidelity bond covering the plan2015-06-30$200,000
Total contributions received or receivable from participants2015-06-30$58,969
Expenses. Other expenses not covered elsewhere2015-06-30$18,219
Other income received2015-06-30$-12,856
Net income (gross income less expenses)2015-06-30$135,013
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,148,102
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,013,089
Total contributions received or receivable from employer(s)2015-06-30$109,248
2014 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$494,248
Expenses. Total of all expenses incurred2014-06-30$16,027
Benefits paid (including direct rollovers)2014-06-30$1,166
Total plan assets at end of year2014-06-30$2,013,089
Total plan assets at beginning of year2014-06-30$1,534,868
Value of fidelity bond covering the plan2014-06-30$200,000
Total contributions received or receivable from participants2014-06-30$56,192
Expenses. Other expenses not covered elsewhere2014-06-30$14,861
Other income received2014-06-30$328,253
Net income (gross income less expenses)2014-06-30$478,221
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,013,089
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,534,868
Total contributions received or receivable from employer(s)2014-06-30$109,803
2013 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$341,483
Expenses. Total of all expenses incurred2013-06-30$25,693
Benefits paid (including direct rollovers)2013-06-30$11,404
Total plan assets at end of year2013-06-30$1,534,868
Total plan assets at beginning of year2013-06-30$1,219,078
Value of fidelity bond covering the plan2013-06-30$200,000
Total contributions received or receivable from participants2013-06-30$55,661
Expenses. Other expenses not covered elsewhere2013-06-30$14,289
Other income received2013-06-30$163,871
Net income (gross income less expenses)2013-06-30$315,790
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,534,868
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,219,078
Total contributions received or receivable from employer(s)2013-06-30$121,951

Form 5500 Responses for SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN

2018: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes

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