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EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameEDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN
Plan identification number 001

EDWARD J. SMITH DMD 401(K) PROFIT SHARING 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.
  • 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.
  • 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.
  • 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.

401k Sponsoring company profile

EDWARD J SMITH DMD has sponsored the creation of one or more 401k plans.

Company Name:EDWARD J SMITH DMD
Employer identification number (EIN):222797352
NAIC Classification:621210
NAIC Description:Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD SMITH2024-07-15
0012022-01-01EDWARD SMITH2023-09-13
0012021-01-01EDWARD SMITH2022-05-21
0012020-01-01EDWARD SMITH2021-09-30
0012019-01-01EDWARD SMITH2020-07-08
0012018-01-01EDWARD SMITH2019-07-24
0012017-01-01EDWARD SMITH2018-10-05
0012016-01-01EDWARD SMITH2017-07-12
0012015-01-01EDWARD SMITH2016-06-16
0012014-01-01EDWARD SMITH2015-07-08
0012013-01-01EDWARD SMITH
0012012-01-01EDWARD SMITH
0012011-01-01EDWARD SMITH
0012009-01-01EDWARD SMITH
0012009-01-01EDWARD SMITH
0012009-01-01 EDWARD SMITH2010-10-13
0012008-01-01EDWARD SMITH

Financial Data on EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0338064
Net assets as of the end of the plan year2025-09-030
Total assets as of the beginning of the plan year2025-09-0337319
Value of plan covered by a fidelity bond2025-09-034000
Other income to plan in this plan year2025-09-03745
Plan net income in this plan year2025-09-03-37319
Net assets as of the end of the plan year2025-09-030
Net assets as of the beginning of the plan year2025-09-0337319
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-03220
2024 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-151665139
Net assets as of the end of the plan year2024-07-1537319
Total assets as of the beginning of the plan year2024-07-151482431
Value of plan covered by a fidelity bond2024-07-15149000
Participant contributions to plan in this plan year2024-07-1583542
Other income to plan in this plan year2024-07-15102399
Plan net income in this plan year2024-07-15-1445112
Net assets as of the end of the plan year2024-07-1537319
Net assets as of the beginning of the plan year2024-07-151482431
Employer contributions to plan in this plan year2024-07-1534086
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-154434
2022 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2119313
Net assets as of the end of the plan year2022-05-211722097
Total assets as of the beginning of the plan year2022-05-211453348
Value of plan covered by a fidelity bond2022-05-21146000
Participant contributions to plan in this plan year2022-05-2187357
Other income to plan in this plan year2022-05-21181663
Plan net income in this plan year2022-05-21268749
Net assets as of the end of the plan year2022-05-211722097
Net assets as of the beginning of the plan year2022-05-211453348
Employer contributions to plan in this plan year2022-05-2119042
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-212842
2013 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$142,336
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$747,417
Total plan assets at beginning of year2013-12-31$605,081
Value of fidelity bond covering the plan2013-12-31$75,000
Total contributions received or receivable from participants2013-12-31$38,667
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$87,462
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$142,336
Net plan assets at end of year (total assets less liabilities)2013-12-31$747,417
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$605,081
Total contributions received or receivable from employer(s)2013-12-31$16,207
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$35,582
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$605,081
Total plan assets at beginning of year2012-12-31$469,499
Value of fidelity bond covering the plan2012-12-31$75,000
Total contributions received or receivable from participants2012-12-31$7,559
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$28,023
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$35,582
Net plan assets at end of year (total assets less liabilities)2012-12-31$605,081
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$469,499
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$431
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$569,499
Total plan assets at beginning of year2011-12-31$569,068
Value of fidelity bond covering the plan2011-12-31$75,000
Total contributions received or receivable from participants2011-12-31$7,598
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,167
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$431
Net plan assets at end of year (total assets less liabilities)2011-12-31$569,499
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$569,068
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$20,132
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$569,068
Total plan assets at beginning of year2010-12-31$548,936
Value of fidelity bond covering the plan2010-12-31$75,000
Total contributions received or receivable from participants2010-12-31$7,639
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$12,493
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$20,132
Net plan assets at end of year (total assets less liabilities)2010-12-31$569,068
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$548,936
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN

2013: EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: EDWARD J. SMITH DMD 401(K) PROFIT SHARING PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number92238
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number92238
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number92238
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )
Policy contract number210147890
Policy instance 1

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