SMITH & TART , DDS, PA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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-year | 2018-07-01 | 11 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 12 |
Total of all active and inactive participants | 2018-07-01 | 12 |
Total participants | 2018-07-01 | 12 |
Number of participants with account balances | 2018-07-01 | 12 |
2017: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-07-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 11 |
Total of all active and inactive participants | 2017-07-01 | 11 |
Total participants | 2017-07-01 | 11 |
Number of participants with account balances | 2017-07-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 2 |
2016: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 17 |
Total of all active and inactive participants | 2016-07-01 | 17 |
Total participants | 2016-07-01 | 17 |
Number of participants with account balances | 2016-07-01 | 17 |
2015: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 16 |
Total of all active and inactive participants | 2015-07-01 | 16 |
Total participants | 2015-07-01 | 16 |
Number of participants with account balances | 2015-07-01 | 16 |
2014: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 16 |
Total of all active and inactive participants | 2014-07-01 | 16 |
Total participants | 2014-07-01 | 16 |
Number of participants with account balances | 2014-07-01 | 16 |
2013: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-07-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 16 |
Total of all active and inactive participants | 2013-07-01 | 16 |
Total participants | 2013-07-01 | 16 |
Number of participants with account balances | 2013-07-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 1 |
2012: SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-07-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 15 |
Total of all active and inactive participants | 2012-07-01 | 15 |
Total participants | 2012-07-01 | 15 |
Number of participants with account balances | 2012-07-01 | 15 |
Measure | Date | Value |
---|
2019 : SMITH & TART, DDS, PA 401K PROFIT SHARING PLAN 2019 401k financial data |
---|
Total income from all sources | 2019-06-30 | $-249,333 |
Expenses. Total of all expenses incurred | 2019-06-30 | $29,226 |
Benefits paid (including direct rollovers) | 2019-06-30 | $17,954 |
Total plan assets at end of year | 2019-06-30 | $2,629,466 |
Total plan assets at beginning of year | 2019-06-30 | $2,908,025 |
Total contributions received or receivable from participants | 2019-06-30 | $17,426 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $11,272 |
Other income received | 2019-06-30 | $-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 sources | 2018-06-30 | $404,686 |
Expenses. Total of all expenses incurred | 2018-06-30 | $250,586 |
Benefits paid (including direct rollovers) | 2018-06-30 | $228,211 |
Total plan assets at end of year | 2018-06-30 | $2,908,025 |
Total plan assets at beginning of year | 2018-06-30 | $2,753,925 |
Total contributions received or receivable from participants | 2018-06-30 | $62,299 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $22,375 |
Other income received | 2018-06-30 | $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 sources | 2017-06-30 | $554,148 |
Expenses. Total of all expenses incurred | 2017-06-30 | $21,057 |
Total plan assets at end of year | 2017-06-30 | $2,753,925 |
Total plan assets at beginning of year | 2017-06-30 | $2,220,834 |
Total contributions received or receivable from participants | 2017-06-30 | $67,577 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $21,057 |
Other income received | 2017-06-30 | $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 sources | 2016-06-30 | $109,356 |
Expenses. Total of all expenses incurred | 2016-06-30 | $36,624 |
Benefits paid (including direct rollovers) | 2016-06-30 | $17,390 |
Total plan assets at end of year | 2016-06-30 | $2,220,834 |
Total plan assets at beginning of year | 2016-06-30 | $2,148,102 |
Value of fidelity bond covering the plan | 2016-06-30 | $300,000 |
Total contributions received or receivable from participants | 2016-06-30 | $62,608 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $19,234 |
Other income received | 2016-06-30 | $-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 sources | 2015-06-30 | $155,361 |
Expenses. Total of all expenses incurred | 2015-06-30 | $20,348 |
Benefits paid (including direct rollovers) | 2015-06-30 | $2,129 |
Total plan assets at end of year | 2015-06-30 | $2,148,102 |
Total plan assets at beginning of year | 2015-06-30 | $2,013,089 |
Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
Total contributions received or receivable from participants | 2015-06-30 | $58,969 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $18,219 |
Other income received | 2015-06-30 | $-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 sources | 2014-06-30 | $494,248 |
Expenses. Total of all expenses incurred | 2014-06-30 | $16,027 |
Benefits paid (including direct rollovers) | 2014-06-30 | $1,166 |
Total plan assets at end of year | 2014-06-30 | $2,013,089 |
Total plan assets at beginning of year | 2014-06-30 | $1,534,868 |
Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
Total contributions received or receivable from participants | 2014-06-30 | $56,192 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $14,861 |
Other income received | 2014-06-30 | $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 sources | 2013-06-30 | $341,483 |
Expenses. Total of all expenses incurred | 2013-06-30 | $25,693 |
Benefits paid (including direct rollovers) | 2013-06-30 | $11,404 |
Total plan assets at end of year | 2013-06-30 | $1,534,868 |
Total plan assets at beginning of year | 2013-06-30 | $1,219,078 |
Value of fidelity bond covering the plan | 2013-06-30 | $200,000 |
Total contributions received or receivable from participants | 2013-06-30 | $55,661 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $14,289 |
Other income received | 2013-06-30 | $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 |