Logo

SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN
Plan identification number 001

SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMITH PACKETT MED-COM, LLC. has sponsored the creation of one or more 401k plans.

Company Name:SMITH PACKETT MED-COM, LLC.
Employer identification number (EIN):020546607
NAIC Classification:237210
NAIC Description:Land Subdivision

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LORRI NEWMAN
0012023-01-01
0012023-01-01LORRI NEWMAN
0012022-01-01
0012022-01-01LORRI NEWMAN
0012021-01-01
0012021-01-01LORRI NEWMAN
0012020-01-01
0012019-01-01JOHN GARRETT2020-05-27 JOHN GARRETT2020-05-27
0012018-01-01HUNTER SMITH2019-03-05 HUNTER SMITH2019-03-05
0012017-01-01HUNTER SMITH2018-05-01 HUNTER SMITH2018-05-01
0012016-01-01HUNTER SMITH2017-06-14 HUNTER SMITH2017-06-14
0012015-01-01HUNTER SMITH2016-07-01 HUNTER SMITH2016-07-01
0012014-01-01HUNTER SMITH2015-07-27 HUNTER SMITH2015-07-27
0012013-01-01HUNTER SMITH2014-07-01 HUNTER SMITH2014-07-01
0012012-01-01HUNTER SMITH2013-05-17
0012011-01-01HUNTER SMITH2012-07-11 HUNTER SMITH2012-07-11
0012010-01-01POSEY LYNCH2011-06-17 POSEY LYNCH2011-06-17
0012007-01-01POSEY LYNCH

Financial Data on SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,376,474
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,888,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,607,246
Expenses. Certain deemed distributions of participant loans2023-12-31$11,275
Value of total corrective distributions2023-12-31$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,599,302
Value of total assets at end of year2023-12-31$5,450,363
Value of total assets at beginning of year2023-12-31$3,962,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$263,454
Total interest from all sources2023-12-31$5,079
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$94,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$94,838
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$448,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,993,679
Participant contributions at end of year2023-12-31$132,868
Participant contributions at beginning of year2023-12-31$71,191
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$605,623
Other income not declared elsewhere2023-12-31$6,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,487,507
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,450,363
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,962,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,972,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,378,432
Interest on participant loans2023-12-31$5,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$344,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$513,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$671,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,607,246
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KEITER
Accountancy firm EIN2023-12-31541631262
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$3,376,474
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,888,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,607,246
Expenses. Certain deemed distributions of participant loans2023-01-01$11,275
Value of total corrective distributions2023-01-01$6,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,599,302
Value of total assets at end of year2023-01-01$5,450,363
Value of total assets at beginning of year2023-01-01$3,962,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$263,454
Total interest from all sources2023-01-01$5,079
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$94,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$94,838
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$448,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,993,679
Participant contributions at end of year2023-01-01$132,868
Participant contributions at beginning of year2023-01-01$71,191
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$605,623
Other income not declared elsewhere2023-01-01$6,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,487,507
Value of net assets at end of year (total assets less liabilities)2023-01-01$5,450,363
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$3,962,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$4,972,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,378,432
Interest on participant loans2023-01-01$5,079
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$344,876
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$513,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$671,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,607,246
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KEITER
Accountancy firm EIN2023-01-01541631262
2022 : SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,102,940
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$714,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$681,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,784,475
Value of total assets at end of year2022-12-31$3,962,856
Value of total assets at beginning of year2022-12-31$3,574,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,708
Total interest from all sources2022-12-31$68
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$56,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$56,056
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$358,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,648,477
Participant contributions at end of year2022-12-31$71,191
Participant contributions at beginning of year2022-12-31$31,539
Participant contributions at beginning of year2022-12-31$1,305
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$135,998
Administrative expenses (other) incurred2022-12-31$32,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$388,531
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,962,856
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,574,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,378,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,866,666
Interest on participant loans2022-12-31$68
Value of interest in common/collective trusts at end of year2022-12-31$513,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$674,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-739,549
Net investment gain or loss from common/collective trusts2022-12-31$1,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$681,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KEITER
Accountancy firm EIN2022-12-31541631262
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$1,102,940
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$714,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$681,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,784,475
Value of total assets at end of year2022-01-01$3,962,856
Value of total assets at beginning of year2022-01-01$3,574,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$32,708
Total interest from all sources2022-01-01$68
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$56,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$56,056
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$358,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,648,477
Participant contributions at end of year2022-01-01$71,191
Participant contributions at beginning of year2022-01-01$31,539
Participant contributions at beginning of year2022-01-01$1,305
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$135,998
Administrative expenses (other) incurred2022-01-01$32,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$388,531
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,962,856
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,574,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,378,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,866,666
Interest on participant loans2022-01-01$68
Value of interest in common/collective trusts at end of year2022-01-01$513,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$674,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-739,549
Net investment gain or loss from common/collective trusts2022-01-01$1,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$681,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KEITER
Accountancy firm EIN2022-01-01541631262
2021 : SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,828,274
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$709,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$630,121
Value of total corrective distributions2021-12-31$45,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,466,340
Value of total assets at end of year2021-12-31$3,574,325
Value of total assets at beginning of year2021-12-31$2,455,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,873
Total interest from all sources2021-12-31$7,433
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,023,676
Participant contributions at end of year2021-12-31$31,539
Participant contributions at beginning of year2021-12-31$85,433
Participant contributions at end of year2021-12-31$1,305
Participant contributions at beginning of year2021-12-31$10,374
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$442,664
Other income not declared elsewhere2021-12-31$-28,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,118,947
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,574,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,455,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$2,866,666
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,079,655
Interest on participant loans2021-12-31$5,620
Interest earned on other investments2021-12-31$1,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$674,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$279,916
Net investment gain/loss from pooled separate accounts2021-12-31$383,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$630,121
Contract administrator fees2021-12-31$33,873
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Accountancy firm name2021-12-31KEITER, STEPHENS, HURST , GARY & SH
Accountancy firm EIN2021-12-31541631262
2020 : SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,094,106
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$835,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$833,518
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$601,121
Value of total assets at end of year2020-12-31$2,455,378
Value of total assets at beginning of year2020-12-31$2,197,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,245
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$7,681
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$416,816
Participant contributions at end of year2020-12-31$85,433
Participant contributions at beginning of year2020-12-31$64,758
Participant contributions at end of year2020-12-31$10,374
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$184,305
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$-1,839
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$258,343
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,455,378
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,197,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$2,079,655
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,033,013
Interest on participant loans2020-12-31$6,365
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$1,316
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$279,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$99,264
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$487,143
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$833,518
Contract administrator fees2020-12-31$2,245
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KEITER
Accountancy firm EIN2020-12-31541631262

Form 5500 Responses for SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN

2023: SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2007: SMITH PACKETT MED-COM, LLC. 401(K) RETIREMENT PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number897248087
Policy instance 1
Insurance contract or identification number897248087
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709545
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709545
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number709545
Policy instance 1

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1