401k Plan data: JAMES SMITH & COMPANY PC 401 K PLAN plan

JAMES SMITH & COMPANY PC 401 K PLAN 401k Plan overview

Plan Name	JAMES SMITH & COMPANY PC 401 K PLAN
Plan identification number	001

JAMES SMITH & COMPANY PC 401 K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.

401k Sponsoring company profile

JAMES SMITH & COMPANY, P.C. has sponsored the creation of one or more 401k plans.

Company Name: JAMES SMITH & COMPANY, P.C.

Employer identification number (EIN): 752575739

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES SMITH & COMPANY PC 401 K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JOHN TIEGS
001 2014-01-01 JOHN TIEGS
001 2013-01-01 JOHN TIEGS
001 2012-01-01 JOHN TIEGS
001 2011-01-01 JOHN TIEGS
001 2010-01-01 JOHN TIEGS
001 2009-01-01 JOHN TIEGS

Plan id#	Filing Submission Date	Name of Administrator
001	2015-01-01	JOHN TIEGS
001	2014-01-01	JOHN TIEGS
001	2013-01-01	JOHN TIEGS
001	2012-01-01	JOHN TIEGS
001	2011-01-01	JOHN TIEGS
001	2010-01-01	JOHN TIEGS
001	2009-01-01	JOHN TIEGS

Plan Statistics for JAMES SMITH & COMPANY PC 401 K PLAN

401k plan membership statisitcs for JAMES SMITH & COMPANY PC 401 K PLAN

Measure Date Value
2015: JAMES SMITH & COMPANY PC 401 K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
Number of participants with account balances 2015-01-01 11
2014: JAMES SMITH & COMPANY PC 401 K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 11
2013: JAMES SMITH & COMPANY PC 401 K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total of all active and inactive participants 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 11
2012: JAMES SMITH & COMPANY PC 401 K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 11
2011: JAMES SMITH & COMPANY PC 401 K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
Number of participants with account balances 2011-01-01 11
2010: JAMES SMITH & COMPANY PC 401 K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 11
Total of all active and inactive participants 2010-01-01 0
Total participants 2010-01-01 0
Number of participants with account balances 2010-01-01 11
2009: JAMES SMITH & COMPANY PC 401 K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 11

Measure	Date	Value
2015: JAMES SMITH & COMPANY PC 401 K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
Number of participants with account balances	2015-01-01	11
2014: JAMES SMITH & COMPANY PC 401 K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	11
2013: JAMES SMITH & COMPANY PC 401 K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total of all active and inactive participants	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	11
2012: JAMES SMITH & COMPANY PC 401 K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	11
2011: JAMES SMITH & COMPANY PC 401 K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
Number of participants with account balances	2011-01-01	11
2010: JAMES SMITH & COMPANY PC 401 K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total of all active and inactive participants	2010-01-01	0
Total participants	2010-01-01	0
Number of participants with account balances	2010-01-01	11
2009: JAMES SMITH & COMPANY PC 401 K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	11

Financial Data on JAMES SMITH & COMPANY PC 401 K PLAN

Measure	Date	Value
2015 : JAMES SMITH & COMPANY PC 401 K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$-10,120
Total plan assets at end of year	2015-12-31	$442,805
Total plan assets at beginning of year	2015-12-31	$452,925
Other income received	2015-12-31	$-10,120
Net income (gross income less expenses)	2015-12-31	$-10,120
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$442,805
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$452,925
2014 : JAMES SMITH & COMPANY PC 401 K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$18,508
Expenses. Total of all expenses incurred	2014-12-31	$144,357
Benefits paid (including direct rollovers)	2014-12-31	$144,357
Total plan assets at end of year	2014-12-31	$452,925
Total plan assets at beginning of year	2014-12-31	$578,774
Other income received	2014-12-31	$18,508
Net income (gross income less expenses)	2014-12-31	$-125,849
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$452,925
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$578,774
2013 : JAMES SMITH & COMPANY PC 401 K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$66,829
Total plan assets at end of year	2013-12-31	$578,774
Total plan assets at beginning of year	2013-12-31	$511,945
Other income received	2013-12-31	$66,829
Net income (gross income less expenses)	2013-12-31	$66,829
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$578,774
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$511,945
2012 : JAMES SMITH & COMPANY PC 401 K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$63,048
Total plan assets at end of year	2012-12-31	$511,945
Total plan assets at beginning of year	2012-12-31	$448,897
Other income received	2012-12-31	$63,048
Net income (gross income less expenses)	2012-12-31	$63,048
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$511,945
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$448,897
2011 : JAMES SMITH & COMPANY PC 401 K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-11,627
Total plan assets at end of year	2011-12-31	$448,897
Total plan assets at beginning of year	2011-12-31	$460,524
Other income received	2011-12-31	$-11,627
Net income (gross income less expenses)	2011-12-31	$-11,627
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$448,897
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$460,524
2010 : JAMES SMITH & COMPANY PC 401 K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$36,656
Total plan assets at end of year	2010-12-31	$460,524
Total plan assets at beginning of year	2010-12-31	$423,868
Other income received	2010-12-31	$36,656
Net income (gross income less expenses)	2010-12-31	$36,656
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$460,524
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$423,868

Form 5500 Responses for JAMES SMITH & COMPANY PC 401 K PLAN

2015: JAMES SMITH & COMPANY PC 401 K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JAMES SMITH & COMPANY PC 401 K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JAMES SMITH & COMPANY PC 401 K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JAMES SMITH & COMPANY PC 401 K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JAMES SMITH & COMPANY PC 401 K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JAMES SMITH & COMPANY PC 401 K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JAMES SMITH & COMPANY PC 401 K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JAMES SMITH & COMPANY, P.C.
Employer identification number (EIN):	752575739
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants