Plan Name | PROFIT SHARING PLAN OF JEFFREY D. SMITH |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | J.T. SMITH COMPANIES |
Employer identification number (EIN): | 931237624 |
NAIC Classification: | 531390 |
NAIC Description: | Other Activities Related to Real Estate |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2017-01-01 | JEFFREY SMITH | 2018-03-15 | JEFFREY SMITH | 2018-03-15 |
001 | 2016-01-01 | JEFFREY SMITH | 2017-03-08 | JEFFREY SMITH | 2017-03-08 |
001 | 2015-01-01 | JEFFERY SMITH | 2016-03-14 | JEFFERY SMITH | 2016-03-14 |
001 | 2014-01-01 | JEFFERY SMITH | 2015-04-07 | JEFFERY SMITH | 2015-04-07 |
001 | 2013-01-01 | JEFFERY D SMITH | 2014-03-10 | JEFFERY D SMITH | 2014-03-10 |
001 | 2012-01-01 | JEFFREY SMITH | 2013-03-12 | JEFFREY SMITH | 2013-03-12 |
001 | 2011-01-01 | JEFFERY D. SMITH | 2012-10-12 | JEFFERY D. SMITH | 2012-10-12 |
001 | 2009-01-01 | JEFFREY SMITH | JEFFREY SMITH | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2009: PROFIT SHARING PLAN OF JEFFREY D. SMITH 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 5 |
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 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 5 |
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 |
---|---|---|
2010 : PROFIT SHARING PLAN OF JEFFREY D. SMITH 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $29,617 |
Expenses. Total of all expenses incurred | 2010-12-31 | $1,500 |
Total plan assets at end of year | 2010-12-31 | $260,976 |
Total plan assets at beginning of year | 2010-12-31 | $232,859 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $1,500 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $29,617 |
Net income (gross income less expenses) | 2010-12-31 | $28,117 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $260,976 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $232,859 |
Assets. Value of assets in partnership/joint-venture interests | 2010-12-31 | $64,938 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
2009: PROFIT SHARING PLAN OF JEFFREY D. SMITH 2009 form 5500 responses | ||
---|---|---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |