Logo

STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameSTOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN
Plan identification number 001

STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

STOCKWELL & SMEDLEY has sponsored the creation of one or more 401k plans.

Company Name:STOCKWELL & SMEDLEY
Employer identification number (EIN):300025686
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TODD HARRISON2024-06-13
0012022-01-01TODD HARRISON2023-07-17 TODD HARRISON2023-07-17
0012021-01-01TODD HARRISON2022-06-14 TODD HARRISON2022-06-14
0012020-01-01TODD HARRISON2021-07-20 TODD HARRISON2021-07-20
0012019-01-01TODD HARRISON2020-07-14 TODD HARRISON2020-07-14
0012018-01-01TODD HARRISON2019-07-24 TODD HARRISON2019-07-24
0012017-01-01TODD HARRISON2018-07-27 TODD HARRISON2018-07-27
0012016-01-01TODD HARRISON2017-07-21 TODD HARRISON2017-07-21
0012015-01-01TODD HARRISON TODD HARRISON2016-07-12
0012014-01-01TODD HARRISON
0012013-01-01TODD HARRISON TODD HARRISON2014-07-28
0012012-01-01TODD HARRISON TODD HARRISON2013-07-10
0012011-01-01TODD HARRISON TODD HARRISON2012-07-06
0012010-01-01TODD HARRISON TODD HARRISON2011-10-10
0012009-01-01TODD HARRISON TODD HARRISON2010-07-22

Plan Statistics for STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN

Measure Date Value
2015: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114
Total number of active participants reported on line 7a of the Form 55002015-01-0110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0113
Total number of active participants reported on line 7a of the Form 55002014-01-0112
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0113
Number of participants with account balances2014-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0113
Total number of active participants reported on line 7a of the Form 55002013-01-0111
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0113
Number of participants with account balances2013-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0111
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0113
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0112
Number of participants with account balances2009-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN

Measure Date Value
2015 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$17,862
Expenses. Total of all expenses incurred2015-12-31$79,279
Benefits paid (including direct rollovers)2015-12-31$79,279
Total plan assets at end of year2015-12-31$612,310
Total plan assets at beginning of year2015-12-31$673,727
Total contributions received or receivable from participants2015-12-31$20,046
Other income received2015-12-31$-2,184
Net income (gross income less expenses)2015-12-31$-61,417
Net plan assets at end of year (total assets less liabilities)2015-12-31$612,310
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$673,727
Assets. Value of participant loans2015-12-31$18,052
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$59,380
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$673,727
Total plan assets at beginning of year2014-12-31$614,347
Total contributions received or receivable from participants2014-12-31$15,390
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$43,990
Net income (gross income less expenses)2014-12-31$59,380
Net plan assets at end of year (total assets less liabilities)2014-12-31$673,727
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$614,347
Assets. Value of participant loans2014-12-31$27,234
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
2013 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$110,517
Expenses. Total of all expenses incurred2013-12-31$0
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$614,347
Total plan assets at beginning of year2013-12-31$503,830
Total contributions received or receivable from participants2013-12-31$15,070
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$95,447
Net income (gross income less expenses)2013-12-31$110,517
Net plan assets at end of year (total assets less liabilities)2013-12-31$614,347
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$503,830
Assets. Value of participant loans2013-12-31$36,874
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
2012 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$50,127
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$503,830
Total plan assets at beginning of year2012-12-31$453,703
Total contributions received or receivable from participants2012-12-31$14,250
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$35,877
Net income (gross income less expenses)2012-12-31$50,127
Net plan assets at end of year (total assets less liabilities)2012-12-31$503,830
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$453,703
Assets. Value of participant loans2012-12-31$46,131
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
2011 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$8,282
Expenses. Total of all expenses incurred2011-12-31$1,976
Benefits paid (including direct rollovers)2011-12-31$1,976
Total plan assets at end of year2011-12-31$437,641
Total plan assets at beginning of year2011-12-31$431,335
Total contributions received or receivable from participants2011-12-31$15,390
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-7,108
Net income (gross income less expenses)2011-12-31$6,306
Net plan assets at end of year (total assets less liabilities)2011-12-31$437,641
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$431,335
Assets. Value of participant loans2011-12-31$3,693
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$70,031
Expenses. Total of all expenses incurred2010-12-31$8,767
Benefits paid (including direct rollovers)2010-12-31$8,767
Total plan assets at end of year2010-12-31$431,335
Total plan assets at beginning of year2010-12-31$370,071
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$20,190
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$32,596
Net income (gross income less expenses)2010-12-31$61,264
Net plan assets at end of year (total assets less liabilities)2010-12-31$431,335
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$370,071
Assets. Value of participant loans2010-12-31$3,476
Total contributions received or receivable from employer(s)2010-12-31$17,245
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : STOCKWELL & SMEDLEY PROFIT SHARING/401(K) 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN

2015: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) 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: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) 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: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) 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: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2010: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: STOCKWELL & SMEDLEY PROFIT SHARING/401(K) 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