401k Plan data: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST plan

GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

GARY H SMITH DDS PC 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

GARY H SMITH DDS PC has sponsored the creation of one or more 401k plans.

Company Name: GARY H SMITH DDS PC

Employer identification number (EIN): 731485238

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GARY H SMITH DDS PC 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 GARY SMITH 2023-05-31
001 2021-01-01 GARY SMITH 2022-06-20
001 2020-01-01 GARY SMITH 2021-06-24
001 2019-01-01 GSMITH2044 2020-06-18
001 2019-01-01 GARY SMITH 2020-06-30
001 2018-01-01 GARY SMITH 2019-08-01
001 2017-01-01 GARY SMITH 2018-06-21
001 2016-01-01 GARY SMITH 2017-06-10
001 2015-01-01 GARY SMITH GARY SMITH 2016-09-13
001 2014-01-01 GARY SMITH
001 2013-01-01 GARY H. SMITH
001 2012-01-01 GARY H SMITH DDS PC
001 2011-01-01 GARY H SMITH DDS PC 2012-05-09
001 2010-01-01 GARY H SMITH DDS PC 2011-06-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	GARY SMITH	2023-05-31
001	2021-01-01	GARY SMITH	2022-06-20
001	2020-01-01	GARY SMITH	2021-06-24
001	2019-01-01	GSMITH2044	2020-06-18
001	2019-01-01	GARY SMITH	2020-06-30
001	2018-01-01	GARY SMITH	2019-08-01
001	2017-01-01	GARY SMITH	2018-06-21
001	2016-01-01	GARY SMITH	2017-06-10
001	2015-01-01	GARY SMITH		GARY SMITH	2016-09-13
001	2014-01-01	GARY SMITH
001	2013-01-01	GARY H. SMITH
001	2012-01-01	GARY H SMITH DDS PC
001	2011-01-01	GARY H SMITH DDS PC	2012-05-09
001	2010-01-01	GARY H SMITH DDS PC	2011-06-08

Plan Statistics for GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2015: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
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 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 15
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 15
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 15
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 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 15
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2015: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
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	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	15
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	15
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	15
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	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	15
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2015 : GARY H SMITH DDS PC 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	$-3,037
Expenses. Total of all expenses incurred	2015-12-31	$0
Benefits paid (including direct rollovers)	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$467,748
Total plan assets at beginning of year	2015-12-31	$470,785
Value of fidelity bond covering the plan	2015-12-31	$47,079
Total contributions received or receivable from participants	2015-12-31	$6,682
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-14,045
Net income (gross income less expenses)	2015-12-31	$-3,037
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$467,748
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$470,785
Total contributions received or receivable from employer(s)	2015-12-31	$4,326
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	$0
2014 : GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$46,100
Expenses. Total of all expenses incurred	2014-12-31	$0
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$470,785
Total plan assets at beginning of year	2014-12-31	$424,685
Value of fidelity bond covering the plan	2014-12-31	$42,469
Total contributions received or receivable from participants	2014-12-31	$29,478
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$9,095
Net income (gross income less expenses)	2014-12-31	$46,100
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$470,785
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$424,685
Total contributions received or receivable from employer(s)	2014-12-31	$7,527
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
2013 : GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$85,842
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$424,685
Total plan assets at beginning of year	2013-12-31	$338,843
Value of fidelity bond covering the plan	2013-12-31	$33,884
Total contributions received or receivable from participants	2013-12-31	$35,489
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$41,883
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$85,842
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$424,685
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$338,843
Total contributions received or receivable from employer(s)	2013-12-31	$8,470
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$61,968
Expenses. Total of all expenses incurred	2012-12-31	$8
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$338,843
Total plan assets at beginning of year	2012-12-31	$276,883
Value of fidelity bond covering the plan	2012-12-31	$27,688
Total contributions received or receivable from participants	2012-12-31	$35,867
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$19,689
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$61,960
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$338,843
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$276,883
Total contributions received or receivable from employer(s)	2012-12-31	$6,412
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8

Form 5500 Responses for GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST

2015: GARY H SMITH DDS PC 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
2014: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 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	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 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: GARY H SMITH DDS PC 401(K) PROFIT SHARING PLAN & TRUST 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

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Company Name:	GARY H SMITH DDS PC
Employer identification number (EIN):	731485238
NAIC Classification:	621210
NAIC Description:	Offices of Dentists