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ACTIVE GROWTH PROFIT SHARING PLAN 401k Plan overview

Plan NameACTIVE GROWTH PROFIT SHARING PLAN
Plan identification number 001

ACTIVE GROWTH PROFIT SHARING 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
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SMART PARK, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMART PARK, INC.
Employer identification number (EIN):232743352
NAIC Classification:488990

Additional information about SMART PARK, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-12-08
Company Identification Number: 0802878361
Legal Registered Office Address: 10601 CLARENCE DR STE 250

FRISCO
United States of America (USA)
75033

More information about SMART PARK, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACTIVE GROWTH PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01STEPHANIE KOZAK ALLEN2021-10-12
0012019-01-01STEPHANIE KOZAK ALLEN2020-10-01
0012018-01-01STEPHANIE KOZAK ALLEN2019-09-26
0012017-01-01
0012017-01-01
0012017-01-01STEPHANIE KOZAK ALLEN2019-09-26
0012016-01-01
0012015-01-01
0012014-01-01SANDY RICO2015-06-12
0012013-01-01ANDREW SMITH2014-07-10
0012012-01-01ANDREW SMITH2013-09-24
0012011-01-01SUE ACHUFF2012-04-26
0012010-01-01SUE ACHUFF2011-09-21

Plan Statistics for ACTIVE GROWTH PROFIT SHARING PLAN

401k plan membership statisitcs for ACTIVE GROWTH PROFIT SHARING PLAN

Measure Date Value
2020: ACTIVE GROWTH PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0182
Number of participants with account balances2020-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: ACTIVE GROWTH PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01108
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01111
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ACTIVE GROWTH PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01128
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-014
Total of all active and inactive participants2018-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0199
Number of participants with account balances2018-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: ACTIVE GROWTH PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01121
Number of participants with account balances2017-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015

Financial Data on ACTIVE GROWTH PROFIT SHARING PLAN

Measure Date Value
2020 : ACTIVE GROWTH PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,100
Total income from all sources (including contributions)2020-12-31$-59,822
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$520,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$518,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$2,201,639
Value of total assets at beginning of year2020-12-31$2,781,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,735
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$5
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,100
Administrative expenses (other) incurred2020-12-31$1,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-580,124
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,199,539
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,779,663
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,150,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$605,312
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$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,051,380
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,976,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,976,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-59,822
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$518,567
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31WILLIAM L. MCKERNAN, CPA
Accountancy firm EIN2020-12-31232226869
2019 : ACTIVE GROWTH PROFIT SHARING PLAN 2019 401k financial data
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$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,100
Total income from all sources (including contributions)2019-12-31$362,631
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$61,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$61,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$200,000
Value of total assets at end of year2019-12-31$2,781,763
Value of total assets at beginning of year2019-12-31$2,480,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$15
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$300,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,100
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$301,149
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,779,663
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,478,514
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$605,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$455,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,976,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,824,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,824,808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$162,631
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$200,000
Employer contributions (assets) at end of year2019-12-31$200,000
Employer contributions (assets) at beginning of year2019-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$61,467
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
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WILLIAM L. MCKERNAN, CPA
Accountancy firm EIN2019-12-31232226869
2018 : ACTIVE GROWTH PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,100
Total income from all sources (including contributions)2018-12-31$196,484
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$367,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$367,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$200,000
Value of total assets at end of year2018-12-31$2,480,614
Value of total assets at beginning of year2018-12-31$2,651,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$10
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$300,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,100
Other income not declared elsewhere2018-12-31$2,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-171,076
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,478,514
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,649,590
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$455,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$658,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,824,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,893,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,893,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,676
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$200,000
Employer contributions (assets) at end of year2018-12-31$200,000
Employer contributions (assets) at beginning of year2018-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$367,550
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WILLIAM L. MCKERNAN, CPA
Accountancy firm EIN2018-12-31232226869
2017 : ACTIVE GROWTH PROFIT SHARING 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$2,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,100
Total income from all sources (including contributions)2017-12-31$235,316
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$58,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$58,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$109,579
Value of total assets at end of year2017-12-31$2,648,817
Value of total assets at beginning of year2017-12-31$2,472,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$349
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$349
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,100
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$176,456
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,646,717
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,470,261
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$655,604
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,382,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,893,213
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$899,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$899,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$125,737
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,579
Employer contributions (assets) at end of year2017-12-31$100,000
Employer contributions (assets) at beginning of year2017-12-31$190,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$58,511
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 name2017-12-31WILLIAM L. MCKERNAN, CPA
Accountancy firm EIN2017-12-31232226869

Form 5500 Responses for ACTIVE GROWTH PROFIT SHARING PLAN

2020: ACTIVE GROWTH PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: ACTIVE GROWTH PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: ACTIVE GROWTH PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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: ACTIVE GROWTH PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
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

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