401k Plan data: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN plan

JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 401k Plan overview

Plan Name	JERRY THOMAS SMITH DDS PROFIT SHARING PLAN
Plan identification number	001

JERRY THOMAS SMITH DDS PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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.

401k Sponsoring company profile

JERRY THOMAS SMITH DDS PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

Employer identification number (EIN): 870376871

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 JERRY THOMAS SMITH
001 2014-01-01 JERRY THOMAS SMITH
001 2013-01-01 J THOMAS SMITH
001 2012-01-01 JERRY THOMAS SMITH
001 2011-01-01 J THOMAS SMITH 2012-07-29 J THOMAS SMITH 2012-07-29
001 2009-01-01 J THOMAS SMITH 2010-08-23 J THOMAS SMITH 2010-08-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	JERRY THOMAS SMITH
001	2014-01-01	JERRY THOMAS SMITH
001	2013-01-01	J THOMAS SMITH
001	2012-01-01	JERRY THOMAS SMITH
001	2011-01-01	J THOMAS SMITH	2012-07-29	J THOMAS SMITH	2012-07-29
001	2009-01-01	J THOMAS SMITH	2010-08-23	J THOMAS SMITH	2010-08-23

Plan Statistics for JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

401k plan membership statisitcs for JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

Measure Date Value
2015: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1
Total of all active and inactive participants 2015-01-01 0
Total participants 2015-01-01 0
2014: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1
Total of all active and inactive participants 2014-01-01 1
Total participants 2014-01-01 1
2013: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1
Total of all active and inactive participants 2013-01-01 1
Total participants 2013-01-01 1
2012: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1
Number of retired or separated participants receiving benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 1
Total participants 2012-01-01 1
Number of participants with account balances 2012-01-01 1
2011: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 1
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
2009: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1
Number of participants with account balances 2009-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1
Total of all active and inactive participants	2015-01-01	0
Total participants	2015-01-01	0
2014: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1
Total of all active and inactive participants	2014-01-01	1
Total participants	2014-01-01	1
2013: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1
Total of all active and inactive participants	2013-01-01	1
Total participants	2013-01-01	1
2012: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1
Number of retired or separated participants receiving benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	1
Total participants	2012-01-01	1
Number of participants with account balances	2012-01-01	1
2011: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	1
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
2009: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1
Number of participants with account balances	2009-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

Measure	Date	Value
2015 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$-899,920
Total income from all sources	2015-12-31	$-71,400
Expenses. Total of all expenses incurred	2015-12-31	$26,020
Benefits paid (including direct rollovers)	2015-12-31	$23,813
Total plan assets at end of year	2015-12-31	$0
Total plan assets at beginning of year	2015-12-31	$997,340
Expenses. Other expenses not covered elsewhere	2015-12-31	$2,207
Other income received	2015-12-31	$-71,400
Net income (gross income less expenses)	2015-12-31	$-97,420
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$997,340
2014 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,547
Expenses. Total of all expenses incurred	2014-12-31	$61,314
Benefits paid (including direct rollovers)	2014-12-31	$46,231
Total plan assets at end of year	2014-12-31	$997,340
Total plan assets at beginning of year	2014-12-31	$980,107
Expenses. Other expenses not covered elsewhere	2014-12-31	$15,083
Other income received	2014-12-31	$78,547
Net income (gross income less expenses)	2014-12-31	$17,233
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$997,340
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$980,107
2013 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$19,254
Expenses. Total of all expenses incurred	2013-12-31	$72,446
Benefits paid (including direct rollovers)	2013-12-31	$47,000
Total plan assets at end of year	2013-12-31	$980,107
Total plan assets at beginning of year	2013-12-31	$1,033,299
Assets. Value of loans (other than to participants)	2013-12-31	$96,420
Expenses. Other expenses not covered elsewhere	2013-12-31	$25,446
Other income received	2013-12-31	$19,254
Net income (gross income less expenses)	2013-12-31	$-53,192
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$980,107
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,033,299
Assets. Value of real-estate (other than employer real property)	2013-12-31	$469,412
2012 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$20,200
Expenses. Total of all expenses incurred	2012-12-31	$53,447
Benefits paid (including direct rollovers)	2012-12-31	$46,575
Total plan assets at end of year	2012-12-31	$1,033,299
Total plan assets at beginning of year	2012-12-31	$1,066,546
Expenses. Other expenses not covered elsewhere	2012-12-31	$6,872
Other income received	2012-12-31	$20,200
Net income (gross income less expenses)	2012-12-31	$-33,247
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,033,299
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,066,546
2011 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$28,948
Expenses. Total of all expenses incurred	2011-12-31	$52,220
Benefits paid (including direct rollovers)	2011-12-31	$45,791
Total plan assets at end of year	2011-12-31	$1,066,546
Total plan assets at beginning of year	2011-12-31	$1,089,816
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,429
Other income received	2011-12-31	$28,948
Net income (gross income less expenses)	2011-12-31	$-23,272
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,066,546
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,089,816
Total contributions received or receivable from employer(s)	2011-12-31	$0
2010 : JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$22,207
Expenses. Total of all expenses incurred	2010-12-31	$62,583
Benefits paid (including direct rollovers)	2010-12-31	$41,357
Total plan assets at end of year	2010-12-31	$1,089,816
Total plan assets at beginning of year	2010-12-31	$1,130,192
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$21,226
Other income received	2010-12-31	$22,207
Net income (gross income less expenses)	2010-12-31	$-40,376
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,089,816
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,130,192
Total contributions received or receivable from employer(s)	2010-12-31	$0

Form 5500 Responses for JERRY THOMAS SMITH DDS PROFIT SHARING PLAN

2015: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JERRY THOMAS SMITH DDS PROFIT SHARING 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: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JERRY THOMAS SMITH DDS PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JERRY THOMAS SMITH DDS PROFIT SHARING PLAN
Employer identification number (EIN):	870376871
NAIC Classification:	621210
NAIC Description:	Offices of Dentists