401k Plan data: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN plan

STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN
Plan identification number	002

STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan covering Self-Employed individuals.
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

STEPHEN A. SMITH, PA has sponsored the creation of one or more 401k plans.

Company Name: STEPHEN A. SMITH, PA

Employer identification number (EIN): 591643402

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 STEPHEN A. SMITH
002 2013-01-01 STEPHEN A. SMITH
002 2012-01-01 STEPHEN A. SMITH
002 2011-01-01 STEPHEN A. SMITH

Plan id#	Filing Submission Date	Name of Administrator
002	2014-01-01	STEPHEN A. SMITH
002	2013-01-01	STEPHEN A. SMITH
002	2012-01-01	STEPHEN A. SMITH
002	2011-01-01	STEPHEN A. SMITH

Plan Statistics for STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN

401k plan membership statisitcs for STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN

Measure Date Value
2014: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2014: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN

Measure	Date	Value
2014 : STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2014 401k financial data
Total income from all sources	2014-04-30	$43,089
Expenses. Total of all expenses incurred	2014-04-30	$2,982,165
Benefits paid (including direct rollovers)	2014-04-30	$2,982,165
Total plan assets at end of year	2014-04-30	$0
Total plan assets at beginning of year	2014-04-30	$2,939,076
Value of fidelity bond covering the plan	2014-04-30	$400,000
Other income received	2014-04-30	$43,089
Net income (gross income less expenses)	2014-04-30	$-2,939,076
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$2,939,076
Assets. Value of real-estate (other than employer real property)	2014-04-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-30	$99,730
2013 : STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$623,588
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$2,939,076
Total plan assets at beginning of year	2013-12-31	$2,315,488
Value of fidelity bond covering the plan	2013-12-31	$400,000
Other income received	2013-12-31	$373,588
Net income (gross income less expenses)	2013-12-31	$623,588
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,939,076
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,315,488
Assets. Value of real-estate (other than employer real property)	2013-12-31	$99,730
Total contributions received or receivable from employer(s)	2013-12-31	$250,000
2012 : STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$499,937
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$2,315,488
Total plan assets at beginning of year	2012-12-31	$1,815,551
Value of fidelity bond covering the plan	2012-12-31	$400,000
Noncash contributions received	2012-12-31	$149,937
Net income (gross income less expenses)	2012-12-31	$499,937
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,315,488
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,815,551
Assets. Value of real-estate (other than employer real property)	2012-12-31	$108,430
Total contributions received or receivable from employer(s)	2012-12-31	$350,000
2011 : STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$258,310
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,815,551
Total plan assets at beginning of year	2011-12-31	$1,557,241
Value of fidelity bond covering the plan	2011-12-31	$400,000
Other income received	2011-12-31	$8,310
Net income (gross income less expenses)	2011-12-31	$258,310
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,815,551
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,557,241
Assets. Value of real-estate (other than employer real property)	2011-12-31	$115,630
Total contributions received or receivable from employer(s)	2011-12-31	$250,000
2010 : STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$443,888
Expenses. Total of all expenses incurred	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,557,241
Total plan assets at beginning of year	2010-12-31	$1,113,353
Value of fidelity bond covering the plan	2010-12-31	$400,000
Other income received	2010-12-31	$93,888
Net income (gross income less expenses)	2010-12-31	$443,888
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,557,241
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,113,353
Assets. Value of real-estate (other than employer real property)	2010-12-31	$123,710
Total contributions received or receivable from employer(s)	2010-12-31	$350,000

Form 5500 Responses for STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN

2014: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STEPHEN A. SMITH, P.A. DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEPHEN A. SMITH, PA
Employer identification number (EIN):	591643402
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers