FRANK M. SMITH & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC.
401k plan membership statisitcs for MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC.
Measure | Date | Value |
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2012: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 0 |
Number of participants with account balances | 2012-07-01 | 0 |
2011: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 1 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 1 |
Total participants | 2011-07-01 | 2 |
Number of participants with account balances | 2011-07-01 | 2 |
2010: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 2 |
Total of all active and inactive participants | 2010-07-01 | 2 |
Total participants | 2010-07-01 | 2 |
Number of participants with account balances | 2010-07-01 | 2 |
2009: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 2 |
Total of all active and inactive participants | 2009-07-01 | 2 |
Total participants | 2009-07-01 | 2 |
Number of participants with account balances | 2009-07-01 | 2 |
Measure | Date | Value |
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2013 : MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $-450,966 |
Expenses. Total of all expenses incurred | 2013-06-30 | $2,160,898 |
Benefits paid (including direct rollovers) | 2013-06-30 | $2,160,898 |
Total plan assets at end of year | 2013-06-30 | $0 |
Total plan assets at beginning of year | 2013-06-30 | $2,611,864 |
Value of fidelity bond covering the plan | 2013-06-30 | $300,000 |
Other income received | 2013-06-30 | $-450,966 |
Net income (gross income less expenses) | 2013-06-30 | $-2,611,864 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,611,864 |
Assets. Value of real-estate (other than employer real property) | 2013-06-30 | $0 |
2012 : MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $69,653 |
Expenses. Total of all expenses incurred | 2012-06-30 | $16,967 |
Total plan assets at end of year | 2012-06-30 | $2,611,864 |
Total plan assets at beginning of year | 2012-06-30 | $2,559,178 |
Value of fidelity bond covering the plan | 2012-06-30 | $300,000 |
Assets. Value of loans (other than to participants) | 2012-06-30 | $0 |
Other income received | 2012-06-30 | $69,653 |
Net income (gross income less expenses) | 2012-06-30 | $52,686 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,611,864 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,559,178 |
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2012-06-30 | $16,000 |
Assets. Value of real-estate (other than employer real property) | 2012-06-30 | $1,867,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $16,967 |
Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
Minimum employer required contribution for this plan year | 2012-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $0 |
2011 : MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2011 401k financial data |
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Total income from all sources | 2011-06-30 | $-70,005 |
Expenses. Total of all expenses incurred | 2011-06-30 | $18,909 |
Total plan assets at end of year | 2011-06-30 | $2,559,178 |
Total plan assets at beginning of year | 2011-06-30 | $2,648,092 |
Value of fidelity bond covering the plan | 2011-06-30 | $1,500,000 |
Assets. Value of loans (other than to participants) | 2011-06-30 | $20,000 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $18,909 |
Other income received | 2011-06-30 | $-70,005 |
Net income (gross income less expenses) | 2011-06-30 | $-88,914 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,559,178 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $2,648,092 |
Assets. Value of real-estate (other than employer real property) | 2011-06-30 | $1,779,900 |
Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
Minimum employer required contribution for this plan year | 2011-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $0 |
2010 : MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
Minimum employer required contribution for this plan year | 2010-06-30 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $0 |
2012: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | This submission is the final filing | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2010 form 5500 responses |
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2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | Yes |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: MONEY PURCHASE PLAN OF FRANK M. SMITH & ASSOCIATES, INC. 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
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