Logo

SMG RETIREMENT PLAN 401k Plan overview

Plan NameSMG RETIREMENT PLAN
Plan identification number 002

SMG RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUMMIT MEDICAL GROUP, P.A. has sponsored the creation of one or more 401k plans.

Company Name:SUMMIT MEDICAL GROUP, P.A.
Employer identification number (EIN):223487984
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMG RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01MELISSA WOODHOUSE2022-09-20
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01DR. SCOTT PACIFIC
0022016-01-01DR. SCOTT PACIFIC
0022015-01-01DR. SCOTT PACIFIC
0022014-01-01DR. ADAM BARRISON
0022013-01-01DR. ADAM BARRISON
0022012-01-01ADAM BARRISON
0022011-01-01ADAM BARRISON
0022009-01-01BERNADETTE M. BOGDEN

Plan Statistics for SMG RETIREMENT PLAN

401k plan membership statisitcs for SMG RETIREMENT PLAN

Measure Date Value
2020: SMG RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,353
Total number of active participants reported on line 7a of the Form 55002020-01-014,082
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-014,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-014,082
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SMG RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,122
Total number of active participants reported on line 7a of the Form 55002019-01-013,753
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01593
Total of all active and inactive participants2019-01-014,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-014,353
Number of participants with account balances2019-01-014,321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SMG RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,329
Total number of active participants reported on line 7a of the Form 55002018-01-013,556
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01559
Total of all active and inactive participants2018-01-014,115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-014,122
Number of participants with account balances2018-01-014,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SMG RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,794
Total number of active participants reported on line 7a of the Form 55002017-01-012,741
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01412
Total of all active and inactive participants2017-01-013,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-013,159
Number of participants with account balances2017-01-013,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SMG RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,633
Total number of active participants reported on line 7a of the Form 55002016-01-012,446
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01344
Total of all active and inactive participants2016-01-012,790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,794
Number of participants with account balances2016-01-012,766
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SMG RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,223
Total number of active participants reported on line 7a of the Form 55002015-01-012,316
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01310
Total of all active and inactive participants2015-01-012,626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-012,633
Number of participants with account balances2015-01-012,604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SMG RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,830
Total number of active participants reported on line 7a of the Form 55002014-01-011,965
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01255
Total of all active and inactive participants2014-01-012,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-012,223
Number of participants with account balances2014-01-012,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SMG RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,525
Total number of active participants reported on line 7a of the Form 55002013-01-011,537
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01291
Total of all active and inactive participants2013-01-011,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-011,830
Number of participants with account balances2013-01-011,697
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SMG RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,422
Total number of active participants reported on line 7a of the Form 55002012-01-011,272
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01252
Total of all active and inactive participants2012-01-011,524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,525
Number of participants with account balances2012-01-011,456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SMG RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,328
Total number of active participants reported on line 7a of the Form 55002011-01-011,228
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01192
Total of all active and inactive participants2011-01-011,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-011,422
Number of participants with account balances2011-01-011,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SMG RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,311
Total number of active participants reported on line 7a of the Form 55002009-01-011,045
Number of retired or separated participants receiving benefits2009-01-0190
Number of other retired or separated participants entitled to future benefits2009-01-01161
Total of all active and inactive participants2009-01-011,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,302
Number of participants with account balances2009-01-011,276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SMG RETIREMENT PLAN

Measure Date Value
2020 : SMG RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$350,309,388
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$9,786,144
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,339,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,226,293
Value of total corrective distributions2020-12-31$3,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,151,594
Value of total assets at end of year2020-12-31$11,523
Value of total assets at beginning of year2020-12-31$343,874,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$109,287
Total interest from all sources2020-12-31$15,272
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,920
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$10,920
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,553,361
Assets. Other investments not covered elsewhere at end of year2020-12-31$11,523
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$37,084,820
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$133,162
Other income not declared elsewhere2020-12-31$-130,976
Administrative expenses (other) incurred2020-12-31$81,238
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$6,446,614
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,523
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$343,874,297
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
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$28,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$276,436,775
Interest on participant loans2020-12-31$15,272
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$26,799,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-393,976
Net investment gain or loss from common/collective trusts2020-12-31$133,310
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$10,018,432
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,226,293
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2020-12-31222027092
2019 : SMG RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$85,346,337
Total income from all sources (including contributions)2019-12-31$85,346,337
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,814,571
Total of all expenses incurred2019-12-31$15,814,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,446,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$15,446,472
Value of total corrective distributions2019-12-31$12,168
Value of total corrective distributions2019-12-31$12,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,320,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,320,888
Value of total assets at end of year2019-12-31$343,874,297
Value of total assets at end of year2019-12-31$343,874,297
Value of total assets at beginning of year2019-12-31$274,342,531
Value of total assets at beginning of year2019-12-31$274,342,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$355,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$355,931
Total interest from all sources2019-12-31$191,876
Total interest from all sources2019-12-31$191,876
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,602,582
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$17,602,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,602,582
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$17,602,582
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$22,812,256
Contributions received from participants2019-12-31$22,812,256
Participant contributions at end of year2019-12-31$3,553,361
Participant contributions at end of year2019-12-31$3,553,361
Participant contributions at beginning of year2019-12-31$3,098,110
Participant contributions at beginning of year2019-12-31$3,098,110
Assets. Other investments not covered elsewhere at end of year2019-12-31$37,084,820
Assets. Other investments not covered elsewhere at end of year2019-12-31$37,084,820
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,876,922
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$23,876,922
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,508,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,508,632
Other income not declared elsewhere2019-12-31$4,513,859
Other income not declared elsewhere2019-12-31$4,513,859
Administrative expenses (other) incurred2019-12-31$263,533
Administrative expenses (other) incurred2019-12-31$263,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$69,531,766
Value of net income/loss2019-12-31$69,531,766
Value of net assets at end of year (total assets less liabilities)2019-12-31$343,874,297
Value of net assets at end of year (total assets less liabilities)2019-12-31$343,874,297
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$274,342,531
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$274,342,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$92,398
Investment advisory and management fees2019-12-31$92,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$276,436,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$276,436,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$214,130,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$214,130,303
Interest on participant loans2019-12-31$191,876
Interest on participant loans2019-12-31$191,876
Value of interest in common/collective trusts at end of year2019-12-31$26,799,341
Value of interest in common/collective trusts at end of year2019-12-31$26,799,341
Value of interest in common/collective trusts at beginning of year2019-12-31$23,959,220
Value of interest in common/collective trusts at beginning of year2019-12-31$23,959,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,879,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$34,879,361
Net investment gain or loss from common/collective trusts2019-12-31$837,771
Net investment gain or loss from common/collective trusts2019-12-31$837,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$9,277,976
Employer contributions (assets) at beginning of year2019-12-31$9,277,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,446,472
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$15,446,472
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WITHUM SMITH & BROWN PC
Accountancy firm name2019-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2019-12-31222027092
Accountancy firm EIN2019-12-31222027092
2018 : SMG RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$238,179
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$22,840,680
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$11,920,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,563,321
Expenses. Certain deemed distributions of participant loans2018-12-31$53
Value of total corrective distributions2018-12-31$28,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$38,564,758
Value of total assets at end of year2018-12-31$274,342,531
Value of total assets at beginning of year2018-12-31$263,183,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$328,583
Total interest from all sources2018-12-31$163,897
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,537,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,537,033
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$20,094,494
Participant contributions at end of year2018-12-31$3,098,110
Participant contributions at beginning of year2018-12-31$2,668,575
Assets. Other investments not covered elsewhere at end of year2018-12-31$23,876,922
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$24,819,868
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,157,617
Other income not declared elsewhere2018-12-31$-1,558,971
Administrative expenses (other) incurred2018-12-31$256,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$10,920,507
Value of net assets at end of year (total assets less liabilities)2018-12-31$274,342,531
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$263,183,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$71,609
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$214,130,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$207,618,535
Interest on participant loans2018-12-31$163,897
Value of interest in common/collective trusts at end of year2018-12-31$23,959,220
Value of interest in common/collective trusts at beginning of year2018-12-31$20,721,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,177,300
Net investment gain or loss from common/collective trusts2018-12-31$311,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,312,647
Employer contributions (assets) at end of year2018-12-31$9,277,976
Employer contributions (assets) at beginning of year2018-12-31$7,355,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$11,563,321
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2018-12-31222027092
2017 : SMG RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$60,599,803
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,535,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,161,171
Expenses. Certain deemed distributions of participant loans2017-12-31$18,073
Value of total corrective distributions2017-12-31$1,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$26,661,989
Value of total assets at end of year2017-12-31$263,183,845
Value of total assets at beginning of year2017-12-31$212,119,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$354,651
Total interest from all sources2017-12-31$118,988
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,135,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$5,135,331
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$15,090,426
Participant contributions at end of year2017-12-31$2,668,575
Participant contributions at beginning of year2017-12-31$2,028,483
Assets. Other investments not covered elsewhere at end of year2017-12-31$24,819,868
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$23,115,999
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,212,545
Other income not declared elsewhere2017-12-31$2,524,928
Administrative expenses (other) incurred2017-12-31$272,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$51,064,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$263,183,845
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$212,119,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$82,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$207,618,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$159,349,188
Interest on participant loans2017-12-31$118,988
Value of interest in common/collective trusts at end of year2017-12-31$20,721,478
Value of interest in common/collective trusts at beginning of year2017-12-31$19,988,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,769,510
Net investment gain or loss from common/collective trusts2017-12-31$389,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,359,018
Employer contributions (assets) at end of year2017-12-31$7,355,389
Employer contributions (assets) at beginning of year2017-12-31$7,637,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,161,171
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2017-12-31222027092
2016 : SMG RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$35,721,769
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,383,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,139,059
Value of total corrective distributions2016-12-31$3,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,975,309
Value of total assets at end of year2016-12-31$212,119,488
Value of total assets at beginning of year2016-12-31$184,781,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$240,507
Total interest from all sources2016-12-31$97,064
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,340,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,340,248
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$13,171,232
Participant contributions at end of year2016-12-31$2,028,483
Participant contributions at beginning of year2016-12-31$1,995,044
Assets. Other investments not covered elsewhere at end of year2016-12-31$23,115,999
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$20,799,519
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,167,063
Other income not declared elsewhere2016-12-31$1,528,286
Administrative expenses (other) incurred2016-12-31$188,810
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$27,338,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$212,119,488
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$184,781,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$51,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$159,349,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$135,088,677
Interest on participant loans2016-12-31$97,064
Value of interest in common/collective trusts at end of year2016-12-31$19,988,758
Value of interest in common/collective trusts at beginning of year2016-12-31$21,080,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,381,732
Net investment gain or loss from common/collective trusts2016-12-31$399,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,637,014
Employer contributions (assets) at end of year2016-12-31$7,637,060
Employer contributions (assets) at beginning of year2016-12-31$5,817,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,139,059
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2016-12-31222027092
2015 : SMG RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$28,765,030
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,077,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,878,341
Value of total corrective distributions2015-12-31$9,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$29,927,836
Value of total assets at end of year2015-12-31$184,781,203
Value of total assets at beginning of year2015-12-31$165,093,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$189,337
Total interest from all sources2015-12-31$87,649
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,044,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,044,028
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$11,386,170
Participant contributions at end of year2015-12-31$1,995,044
Participant contributions at beginning of year2015-12-31$1,567,104
Assets. Other investments not covered elsewhere at end of year2015-12-31$20,799,519
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$13,334,948
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,719,208
Other income not declared elsewhere2015-12-31$-476,304
Administrative expenses (other) incurred2015-12-31$10,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$19,687,892
Value of net assets at end of year (total assets less liabilities)2015-12-31$184,781,203
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$165,093,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$179,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$135,088,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$122,642,653
Interest on participant loans2015-12-31$87,649
Value of interest in common/collective trusts at end of year2015-12-31$21,080,105
Value of interest in common/collective trusts at beginning of year2015-12-31$23,188,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,038,075
Net investment gain or loss from common/collective trusts2015-12-31$219,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,822,458
Employer contributions (assets) at end of year2015-12-31$5,817,858
Employer contributions (assets) at beginning of year2015-12-31$4,359,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,878,341
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2015-12-31222027092
2014 : SMG RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$27,762,682
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,023,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,828,785
Expenses. Certain deemed distributions of participant loans2014-12-31$789
Value of total corrective distributions2014-12-31$9,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,881,219
Value of total assets at end of year2014-12-31$165,093,311
Value of total assets at beginning of year2014-12-31$141,353,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$183,976
Total interest from all sources2014-12-31$64,181
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,883,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,883,898
Administrative expenses professional fees incurred2014-12-31$28,794
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,285,246
Participant contributions at end of year2014-12-31$1,567,104
Participant contributions at beginning of year2014-12-31$1,244,016
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$635
Assets. Other investments not covered elsewhere at end of year2014-12-31$13,334,948
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$10,970,379
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$5,232,155
Other income not declared elsewhere2014-12-31$434,545
Administrative expenses (other) incurred2014-12-31$9,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$23,739,430
Value of net assets at end of year (total assets less liabilities)2014-12-31$165,093,311
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$141,353,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$145,632
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$122,642,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$99,567,296
Interest on participant loans2014-12-31$64,181
Value of interest in common/collective trusts at end of year2014-12-31$23,188,857
Value of interest in common/collective trusts at beginning of year2014-12-31$21,075,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,211,505
Net investment gain or loss from common/collective trusts2014-12-31$287,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,363,818
Employer contributions (assets) at end of year2014-12-31$4,359,749
Employer contributions (assets) at beginning of year2014-12-31$8,495,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,828,785
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2014-12-31222027092
2013 : SMG RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$33,533,286
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,225,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,008,531
Value of total corrective distributions2013-12-31$9,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,751,988
Value of total assets at end of year2013-12-31$141,353,881
Value of total assets at beginning of year2013-12-31$118,046,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$207,706
Total interest from all sources2013-12-31$48,735
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,070,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,070,616
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,366,306
Participant contributions at end of year2013-12-31$1,244,016
Participant contributions at beginning of year2013-12-31$806,393
Participant contributions at end of year2013-12-31$635
Participant contributions at beginning of year2013-12-31$3,132
Assets. Other investments not covered elsewhere at end of year2013-12-31$10,970,379
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$8,934,464
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$889,831
Other income not declared elsewhere2013-12-31$966,411
Administrative expenses (other) incurred2013-12-31$9,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$23,307,644
Value of net assets at end of year (total assets less liabilities)2013-12-31$141,353,881
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$118,046,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$198,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$99,567,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,082,953
Interest on participant loans2013-12-31$48,735
Value of interest in common/collective trusts at end of year2013-12-31$21,075,704
Value of interest in common/collective trusts at beginning of year2013-12-31$23,237,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,433,468
Net investment gain or loss from common/collective trusts2013-12-31$262,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$8,495,851
Employer contributions (assets) at end of year2013-12-31$8,495,851
Employer contributions (assets) at beginning of year2013-12-31$6,981,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,008,531
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WITHUM SMITH & BROWN PC
Accountancy firm EIN2013-12-31222027092
2012 : SMG RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$24,031,730
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$5,757,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,663,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,097,290
Value of total assets at end of year2012-12-31$118,046,237
Value of total assets at beginning of year2012-12-31$99,772,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,104
Total interest from all sources2012-12-31$34,319
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,473,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,473,935
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,396,260
Participant contributions at end of year2012-12-31$806,393
Participant contributions at beginning of year2012-12-31$634,004
Participant contributions at end of year2012-12-31$3,132
Participant contributions at beginning of year2012-12-31$39
Assets. Other investments not covered elsewhere at end of year2012-12-31$8,934,464
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$6,291,921
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$715,872
Other income not declared elsewhere2012-12-31$660,940
Administrative expenses (other) incurred2012-12-31$37,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,274,012
Value of net assets at end of year (total assets less liabilities)2012-12-31$118,046,237
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$99,772,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$56,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,082,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$69,035,691
Interest on participant loans2012-12-31$34,319
Value of interest in common/collective trusts at end of year2012-12-31$23,237,371
Value of interest in common/collective trusts at beginning of year2012-12-31$21,375,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,967,659
Net investment gain or loss from common/collective trusts2012-12-31$797,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,985,158
Employer contributions (assets) at end of year2012-12-31$6,981,924
Employer contributions (assets) at beginning of year2012-12-31$2,434,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,663,614
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WITHUM, SMITH & BROWN, P.C.
Accountancy firm EIN2012-12-31222027092
2011 : SMG RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,540,391
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$7,955,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,883,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,030,756
Value of total assets at end of year2011-12-31$99,772,225
Value of total assets at beginning of year2011-12-31$94,187,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,400
Total interest from all sources2011-12-31$34,604
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,551,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,551,229
Administrative expenses professional fees incurred2011-12-31$2,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,760,653
Participant contributions at end of year2011-12-31$634,004
Participant contributions at beginning of year2011-12-31$631,099
Participant contributions at end of year2011-12-31$39
Participant contributions at beginning of year2011-12-31$42
Assets. Other investments not covered elsewhere at end of year2011-12-31$6,291,921
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,835,252
Other income not declared elsewhere2011-12-31$62,769
Administrative expenses (other) incurred2011-12-31$3,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$5,584,636
Value of net assets at end of year (total assets less liabilities)2011-12-31$99,772,225
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$94,187,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$66,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$69,035,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$61,814,591
Interest on participant loans2011-12-31$34,604
Value of interest in common/collective trusts at end of year2011-12-31$21,375,577
Value of interest in common/collective trusts at beginning of year2011-12-31$29,584,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,679,121
Net investment gain or loss from common/collective trusts2011-12-31$540,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,434,851
Employer contributions (assets) at end of year2011-12-31$2,434,993
Employer contributions (assets) at beginning of year2011-12-31$2,157,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,883,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2011-12-31222027092
2010 : SMG RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$17,261,960
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,611,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,459,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,877,463
Value of total assets at end of year2010-12-31$94,187,589
Value of total assets at beginning of year2010-12-31$79,536,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$151,423
Total interest from all sources2010-12-31$37,641
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,907,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,907,195
Administrative expenses professional fees incurred2010-12-31$51,527
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,182,351
Participant contributions at end of year2010-12-31$631,099
Participant contributions at beginning of year2010-12-31$533,615
Participant contributions at end of year2010-12-31$42
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,341
Administrative expenses (other) incurred2010-12-31$7,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$14,650,783
Value of net assets at end of year (total assets less liabilities)2010-12-31$94,187,589
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$79,536,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$92,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$61,814,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$50,431,842
Interest on participant loans2010-12-31$37,641
Value of interest in common/collective trusts at end of year2010-12-31$29,584,219
Value of interest in common/collective trusts at beginning of year2010-12-31$26,523,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,181,276
Net investment gain or loss from common/collective trusts2010-12-31$2,258,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,680,771
Employer contributions (assets) at end of year2010-12-31$2,157,638
Employer contributions (assets) at beginning of year2010-12-31$2,047,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,459,754
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WITHUMSMITHBROWN, PC
Accountancy firm EIN2010-12-31222027092
2009 : SMG RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SMG RETIREMENT PLAN

2020: SMG RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMG RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SMG RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SMG RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMG RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMG RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMG RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMG RETIREMENT 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMG RETIREMENT 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMG RETIREMENT 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMG RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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