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WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameWARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

WARD AND SMITH, P.A. 401(K) AND 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

WARD AND SMITH, PA has sponsored the creation of one or more 401k plans.

Company Name:WARD AND SMITH, PA
Employer identification number (EIN):561034724
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER SUTTON KENNETH WOOTEN2018-12-18
0012016-01-01JENNIFER SUTTON KENNETH WOOTEN2017-10-16
0012015-01-01JENNIFER SUTTON KENNETH WOOTEN2016-10-17
0012014-01-01JENNIFER SUTTON KENNETH WOOTEN2015-10-14
0012013-01-01JENNIFER SUTTON KENNETH WOOTEN2014-10-15
0012012-01-01JENNIFER K. SUTTON KENNETH R. WOOTEN2013-10-15
0012011-01-01SHERRY M. TOLER KENNETH R. WOOTEN2012-10-15
0012010-01-01SHERRY M. TOLER
0012009-01-01SHERRY TOLER KENNETH R. WOOTEN2010-10-14

Plan Statistics for WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01316
Total number of active participants reported on line 7a of the Form 55002022-01-01206
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01122
Total of all active and inactive participants2022-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01330
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01323
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01117
Total of all active and inactive participants2021-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01316
Number of participants with account balances2021-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01324
Total number of active participants reported on line 7a of the Form 55002020-01-01221
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01100
Total of all active and inactive participants2020-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01323
Number of participants with account balances2020-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01223
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01101
Total of all active and inactive participants2019-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01324
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01301
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01322
Number of participants with account balances2018-01-01294
2017: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01301
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01298
Total number of active participants reported on line 7a of the Form 55002016-01-01221
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0161
Total of all active and inactive participants2016-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01282
Number of participants with account balances2016-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01282
Total number of active participants reported on line 7a of the Form 55002015-01-01235
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01298
Number of participants with account balances2015-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01272
Total number of active participants reported on line 7a of the Form 55002014-01-01227
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0155
Total of all active and inactive participants2014-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01282
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01266
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01272
Number of participants with account balances2013-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01266
Number of participants with account balances2012-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01273
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01254
Number of participants with account balances2011-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01321
Total number of active participants reported on line 7a of the Form 55002010-01-01238
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0135
Total of all active and inactive participants2010-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01273
Number of participants with account balances2010-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01295
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01321
Number of participants with account balances2009-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,125
Total income from all sources (including contributions)2022-12-31$-10,571,208
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,018,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,834,224
Value of total corrective distributions2022-12-31$76,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,871,571
Value of total assets at end of year2022-12-31$85,051,430
Value of total assets at beginning of year2022-12-31$99,643,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,061
Total interest from all sources2022-12-31$2,677
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,854,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,854,061
Assets. Real estate other than employer real property at end of year2022-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2022-12-31$126,830
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$993,406
Participant contributions at end of year2022-12-31$49,697
Participant contributions at beginning of year2022-12-31$67,254
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$56,390
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$34,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$41,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$28,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$31,125
Administrative expenses (other) incurred2022-12-31$71,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,589,811
Value of net assets at end of year (total assets less liabilities)2022-12-31$85,022,813
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$99,612,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$36,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$68,739,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,251,454
Interest on participant loans2022-12-31$2,677
Value of interest in common/collective trusts at end of year2022-12-31$12,279,394
Value of interest in common/collective trusts at beginning of year2022-12-31$14,529,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,570,411
Net investment gain or loss from common/collective trusts2022-12-31$270,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,821,775
Employer contributions (assets) at end of year2022-12-31$3,821,775
Employer contributions (assets) at beginning of year2022-12-31$3,627,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,834,224
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARR, RIGGS & INGRAM, P.L.L.C.
Accountancy firm EIN2022-12-31721396621
2021 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,195
Total income from all sources (including contributions)2021-12-31$16,478,539
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,165,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,966,766
Value of total corrective distributions2021-12-31$73,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,659,440
Value of total assets at end of year2021-12-31$99,643,749
Value of total assets at beginning of year2021-12-31$88,315,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,661
Total interest from all sources2021-12-31$2,783
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,768,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,768,192
Assets. Real estate other than employer real property at end of year2021-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2021-12-31$126,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,032,266
Participant contributions at end of year2021-12-31$67,254
Participant contributions at beginning of year2021-12-31$47,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$41,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$35,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$31,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$16,195
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$77,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,313,353
Value of net assets at end of year (total assets less liabilities)2021-12-31$99,612,624
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$88,299,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$47,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,251,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,720,827
Interest on participant loans2021-12-31$2,783
Value of interest in common/collective trusts at end of year2021-12-31$14,529,722
Value of interest in common/collective trusts at beginning of year2021-12-31$12,796,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,783,810
Net investment gain or loss from common/collective trusts2021-12-31$264,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,627,174
Employer contributions (assets) at end of year2021-12-31$3,627,174
Employer contributions (assets) at beginning of year2021-12-31$3,588,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,966,766
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARR, RIGGS & INGRAM, P.L.L.C.
Accountancy firm EIN2021-12-31721396621
2020 : WARD AND SMITH, P.A. 401(K) AND 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$16,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,925
Total income from all sources (including contributions)2020-12-31$15,826,473
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,276,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,112,172
Value of total corrective distributions2020-12-31$50,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,391,120
Value of total assets at end of year2020-12-31$88,315,466
Value of total assets at beginning of year2020-12-31$83,765,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,117
Total interest from all sources2020-12-31$2,844
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,187,096
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$2,187,096
Assets. Real estate other than employer real property at end of year2020-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2020-12-31$126,830
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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
Contributions received from participants2020-12-31$758,282
Participant contributions at end of year2020-12-31$47,400
Participant contributions at beginning of year2020-12-31$61,776
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$44,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$35,102
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$36,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$16,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,925
Administrative expenses (other) incurred2020-12-31$68,107
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$4,550,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$88,299,271
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$83,749,130
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$46,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,720,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,225,206
Interest on participant loans2020-12-31$2,844
Value of interest in common/collective trusts at end of year2020-12-31$12,796,649
Value of interest in common/collective trusts at beginning of year2020-12-31$12,724,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,976,534
Net investment gain or loss from common/collective trusts2020-12-31$268,879
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$3,588,658
Employer contributions (assets) at end of year2020-12-31$3,588,658
Employer contributions (assets) at beginning of year2020-12-31$3,589,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,112,172
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 name2020-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : WARD AND SMITH, P.A. 401(K) AND 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$15,925
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,021
Total income from all sources (including contributions)2019-12-31$18,999,097
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,468,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,304,513
Value of total corrective distributions2019-12-31$53,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,291,594
Value of total assets at end of year2019-12-31$83,765,055
Value of total assets at beginning of year2019-12-31$71,232,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$110,692
Total interest from all sources2019-12-31$2,212
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,627,455
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$2,627,455
Assets. Real estate other than employer real property at end of year2019-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2019-12-31$126,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$667,034
Participant contributions at end of year2019-12-31$61,776
Participant contributions at beginning of year2019-12-31$21,032
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$19,695
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$34,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$36,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$30,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,021
Administrative expenses (other) incurred2019-12-31$65,971
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$12,530,683
Value of net assets at end of year (total assets less liabilities)2019-12-31$83,749,130
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,218,447
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
Investment advisory and management fees2019-12-31$44,721
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,225,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$57,868,045
Interest on participant loans2019-12-31$2,212
Value of interest in common/collective trusts at end of year2019-12-31$12,724,826
Value of interest in common/collective trusts at beginning of year2019-12-31$9,519,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,807,439
Net investment gain or loss from common/collective trusts2019-12-31$270,397
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$3,589,669
Employer contributions (assets) at end of year2019-12-31$3,589,669
Employer contributions (assets) at beginning of year2019-12-31$3,646,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,304,513
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)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : WARD AND SMITH, P.A. 401(K) AND 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$14,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$25,649
Total income from all sources (including contributions)2018-12-31$769,885
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,009,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,865,098
Value of total corrective distributions2018-12-31$16,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,338,999
Value of total assets at end of year2018-12-31$71,232,468
Value of total assets at beginning of year2018-12-31$75,483,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$127,870
Total interest from all sources2018-12-31$1,073
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,903,606
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$3,903,606
Assets. Real estate other than employer real property at end of year2018-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2018-12-31$126,830
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$691,029
Participant contributions at end of year2018-12-31$21,032
Participant contributions at beginning of year2018-12-31$23,511
Participant contributions at end of year2018-12-31$19,695
Participant contributions at beginning of year2018-12-31$100,831
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,185
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$30,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$32,912
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$14,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,649
Administrative expenses (other) incurred2018-12-31$73,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,239,754
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,218,447
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$75,458,201
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$54,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$57,868,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$61,260,413
Interest on participant loans2018-12-31$1,073
Value of interest in common/collective trusts at end of year2018-12-31$9,519,912
Value of interest in common/collective trusts at beginning of year2018-12-31$10,589,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,725,602
Net investment gain or loss from common/collective trusts2018-12-31$251,809
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$3,646,785
Employer contributions (assets) at end of year2018-12-31$3,646,785
Employer contributions (assets) at beginning of year2018-12-31$3,349,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,865,098
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 name2018-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : WARD AND SMITH, P.A. 401(K) AND 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$25,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$78,943
Total income from all sources (including contributions)2017-12-31$14,573,842
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$6,553,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,405,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,962,495
Value of total assets at end of year2017-12-31$75,483,850
Value of total assets at beginning of year2017-12-31$67,517,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$148,311
Total interest from all sources2017-12-31$678
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,934,049
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$2,934,049
Assets. Real estate other than employer real property at end of year2017-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2017-12-31$126,830
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$504,519
Participant contributions at end of year2017-12-31$23,511
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$100,831
Participant contributions at beginning of year2017-12-31$6,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$108,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$32,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$30,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$78,943
Administrative expenses (other) incurred2017-12-31$106,519
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$8,020,073
Value of net assets at end of year (total assets less liabilities)2017-12-31$75,458,201
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$67,438,128
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$41,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$61,260,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$53,946,529
Interest on participant loans2017-12-31$678
Value of interest in common/collective trusts at end of year2017-12-31$10,589,778
Value of interest in common/collective trusts at beginning of year2017-12-31$10,104,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,440,621
Net investment gain or loss from common/collective trusts2017-12-31$235,999
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$3,349,575
Employer contributions (assets) at end of year2017-12-31$3,349,575
Employer contributions (assets) at beginning of year2017-12-31$3,303,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$6,405,458
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-16,170
Total unrealized appreciation/depreciation of assets2016-12-31$-16,170
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$78,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,162
Total income from all sources (including contributions)2016-12-31$7,661,315
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,148,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,069,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,735,234
Value of total assets at end of year2016-12-31$67,517,071
Value of total assets at beginning of year2016-12-31$63,941,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,536
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,817,626
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$1,817,626
Assets. Real estate other than employer real property at end of year2016-12-31$126,830
Assets. Real estate other than employer real property at beginning of year2016-12-31$143,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$431,833
Participant contributions at end of year2016-12-31$6,000
Participant contributions at beginning of year2016-12-31$88,348
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$30,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$78,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,162
Administrative expenses (other) incurred2016-12-31$48,105
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$3,513,227
Value of net assets at end of year (total assets less liabilities)2016-12-31$67,438,128
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$63,924,901
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$30,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$53,946,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$48,825,400
Value of interest in common/collective trusts at end of year2016-12-31$10,104,023
Value of interest in common/collective trusts at beginning of year2016-12-31$11,600,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,928,589
Net investment gain or loss from common/collective trusts2016-12-31$196,036
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$3,303,401
Employer contributions (assets) at end of year2016-12-31$3,303,321
Employer contributions (assets) at beginning of year2016-12-31$3,284,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,069,552
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 name2016-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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$16,162
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$4,123,555
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,761,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,716,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,586,395
Value of total assets at end of year2015-12-31$63,941,063
Value of total assets at beginning of year2015-12-31$61,562,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,491
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,305,846
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$2,305,846
Assets. Real estate other than employer real property at end of year2015-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$143,000
Administrative expenses professional fees incurred2015-12-31$1,424
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$278,059
Participant contributions at end of year2015-12-31$88,348
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,049
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$4,379
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$2,362,016
Value of net assets at end of year (total assets less liabilities)2015-12-31$63,924,901
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$61,562,885
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$39,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$48,825,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$47,803,725
Value of interest in common/collective trusts at end of year2015-12-31$11,600,114
Value of interest in common/collective trusts at beginning of year2015-12-31$10,331,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,977,363
Net investment gain or loss from common/collective trusts2015-12-31$208,677
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$3,285,287
Employer contributions (assets) at end of year2015-12-31$3,284,201
Employer contributions (assets) at beginning of year2015-12-31$3,284,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,716,048
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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$6,389,560
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,797,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,754,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,285,136
Value of total assets at end of year2014-12-31$61,562,885
Value of total assets at beginning of year2014-12-31$57,971,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$43,051
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,205,769
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$2,205,769
Assets. Real estate other than employer real property at end of year2014-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$143,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Administrative expenses (other) incurred2014-12-31$4,519
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$3,591,645
Value of net assets at end of year (total assets less liabilities)2014-12-31$61,562,885
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$57,971,240
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$38,532
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$47,803,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$43,172,447
Value of interest in common/collective trusts at end of year2014-12-31$10,331,924
Value of interest in common/collective trusts at beginning of year2014-12-31$11,471,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$711,926
Net investment gain or loss from common/collective trusts2014-12-31$186,729
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$3,285,136
Employer contributions (assets) at end of year2014-12-31$3,284,236
Employer contributions (assets) at beginning of year2014-12-31$3,183,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,754,864
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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$11,249,370
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$7,525,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,473,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,183,889
Value of total assets at end of year2013-12-31$57,971,240
Value of total assets at beginning of year2013-12-31$54,247,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,939
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,086,111
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$1,086,111
Assets. Real estate other than employer real property at end of year2013-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$143,000
Administrative expenses professional fees incurred2013-12-31$47,700
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Administrative expenses (other) incurred2013-12-31$4,239
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$3,724,008
Value of net assets at end of year (total assets less liabilities)2013-12-31$57,971,240
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$54,247,232
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$43,172,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,920,716
Value of interest in common/collective trusts at end of year2013-12-31$11,471,904
Value of interest in common/collective trusts at beginning of year2013-12-31$12,198,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,759,568
Net investment gain or loss from common/collective trusts2013-12-31$219,802
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,183,889
Employer contributions (assets) at end of year2013-12-31$3,183,889
Employer contributions (assets) at beginning of year2013-12-31$2,985,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,473,423
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$18,150
Total unrealized appreciation/depreciation of assets2012-12-31$18,150
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$7,729,261
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,891,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,851,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,985,133
Value of total assets at end of year2012-12-31$54,247,232
Value of total assets at beginning of year2012-12-31$49,409,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,662
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$969,159
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$969,159
Assets. Real estate other than employer real property at end of year2012-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2012-12-31$143,000
Administrative expenses professional fees incurred2012-12-31$35,578
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24,723
Administrative expenses (other) incurred2012-12-31$4,084
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$4,837,815
Value of net assets at end of year (total assets less liabilities)2012-12-31$54,247,232
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$49,409,417
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,920,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,475,456
Value of interest in common/collective trusts at end of year2012-12-31$12,198,383
Value of interest in common/collective trusts at beginning of year2012-12-31$13,768,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,429,816
Net investment gain or loss from common/collective trusts2012-12-31$327,003
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$2,985,133
Employer contributions (assets) at end of year2012-12-31$2,985,133
Employer contributions (assets) at beginning of year2012-12-31$2,997,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,851,784
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CARR, RIGGS AND INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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$2,305,007
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,585,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,546,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,997,931
Value of total assets at end of year2011-12-31$49,409,417
Value of total assets at beginning of year2011-12-31$50,690,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$39,085
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$962,916
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$962,916
Assets. Real estate other than employer real property at end of year2011-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$143,000
Administrative expenses professional fees incurred2011-12-31$37,685
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$22,218
Administrative expenses (other) incurred2011-12-31$1,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,280,975
Value of net assets at end of year (total assets less liabilities)2011-12-31$49,409,417
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,690,392
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,475,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,116,222
Value of interest in common/collective trusts at end of year2011-12-31$13,768,307
Value of interest in common/collective trusts at beginning of year2011-12-31$12,374,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,037,836
Net investment gain or loss from common/collective trusts2011-12-31$381,996
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$2,997,931
Employer contributions (assets) at end of year2011-12-31$2,997,931
Employer contributions (assets) at beginning of year2011-12-31$3,034,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,546,897
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PITTARD, PERRY & CRONE, INC.
Accountancy firm EIN2011-12-31561081567
2010 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-18,150
Total unrealized appreciation/depreciation of assets2010-12-31$-18,150
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$17,652
Total income from all sources (including contributions)2010-12-31$7,206,024
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$547,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$546,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,034,221
Value of total assets at end of year2010-12-31$50,690,392
Value of total assets at beginning of year2010-12-31$44,049,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,390
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$799,796
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$799,796
Assets. Real estate other than employer real property at end of year2010-12-31$143,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$161,150
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$22,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$17,652
Administrative expenses (other) incurred2010-12-31$1,390
Total non interest bearing cash at beginning of year2010-12-31$35,723
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$6,658,408
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,690,392
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,031,984
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,116,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$28,740,667
Value of interest in common/collective trusts at end of year2010-12-31$12,374,731
Value of interest in common/collective trusts at beginning of year2010-12-31$12,298,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,974,399
Net investment gain or loss from common/collective trusts2010-12-31$415,758
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$3,034,221
Employer contributions (assets) at end of year2010-12-31$3,034,221
Employer contributions (assets) at beginning of year2010-12-31$2,813,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$546,226
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PITTARD, PERRY & CRONE, INC.
Accountancy firm EIN2010-12-31561081567
2009 : WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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 WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN

2022: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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: WARD AND SMITH, P.A. 401(K) AND PROFIT SHARING 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

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