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EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 401k Plan overview

Plan NameEMPLOYEE HEALTH PLAN OF SMS CORP OFFICE
Plan identification number 503

EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

SMS CORP OFFICE has sponsored the creation of one or more 401k plans.

Company Name:SMS CORP OFFICE
Employer identification number (EIN):570439385
NAIC Classification:722513
NAIC Description:Limited-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-05-01
5032023-05-01ANDREA ROMANIE
5032022-05-01
5032022-05-01ANDREA ROMANIE
5032021-05-01
5032021-05-01ANDREA ROMANIE
5032020-05-01
5032020-05-01
5032019-05-01
5032018-06-01

Financial Data on EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE

Measure Date Value
2024 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2024 401k financial data
Total income from all sources2024-04-30$176,426
Expenses. Total of all expenses incurred2024-04-30$176,426
Benefits paid (including direct rollovers)2024-04-30$81,728
Value of fidelity bond covering the plan2024-04-30$17,000
Expenses. Other expenses not covered elsewhere2024-04-30$94,698
Net income (gross income less expenses)2024-04-30$0
Net plan assets at end of year (total assets less liabilities)2024-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2024-04-30$0
Total contributions received or receivable from employer(s)2024-04-30$176,426
2023 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2023 401k financial data
Total income from all sources2023-04-30$172,814
Expenses. Total of all expenses incurred2023-04-30$172,814
Benefits paid (including direct rollovers)2023-04-30$79,782
Value of fidelity bond covering the plan2023-04-30$10,000
Expenses. Other expenses not covered elsewhere2023-04-30$93,032
Net income (gross income less expenses)2023-04-30$0
Net plan assets at end of year (total assets less liabilities)2023-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2023-04-30$0
Total contributions received or receivable from employer(s)2023-04-30$172,814
2022 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 401k financial data
Total income from all sources2022-04-30$162,711
Expenses. Total of all expenses incurred2022-04-30$164,065
Benefits paid (including direct rollovers)2022-04-30$78,068
Total plan assets at beginning of year2022-04-30$1,354
Value of fidelity bond covering the plan2022-04-30$9,000
Expenses. Other expenses not covered elsewhere2022-04-30$85,997
Net income (gross income less expenses)2022-04-30$-1,354
Net plan assets at end of year (total assets less liabilities)2022-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2022-04-30$1,354
Total contributions received or receivable from employer(s)2022-04-30$162,711
2021 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 401k financial data
Total plan liabilities at beginning of year2021-04-30$0
Total income from all sources2021-04-30$190,304
Expenses. Total of all expenses incurred2021-04-30$188,950
Benefits paid (including direct rollovers)2021-04-30$85,891
Total plan assets at end of year2021-04-30$1,354
Total plan assets at beginning of year2021-04-30$0
Value of fidelity bond covering the plan2021-04-30$30,000
Expenses. Other expenses not covered elsewhere2021-04-30$103,059
Net income (gross income less expenses)2021-04-30$1,354
Net plan assets at end of year (total assets less liabilities)2021-04-30$1,354
Net plan assets at beginning of year (total assets less liabilities)2021-04-30$0
Total contributions received or receivable from employer(s)2021-04-30$190,304
2020 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 401k financial data
Total plan liabilities at end of year2020-04-30$0
Total plan liabilities at beginning of year2020-04-30$0
Total income from all sources2020-04-30$216,363
Expenses. Total of all expenses incurred2020-04-30$233,796
Benefits paid (including direct rollovers)2020-04-30$114,222
Total plan assets at end of year2020-04-30$0
Total plan assets at beginning of year2020-04-30$17,433
Value of fidelity bond covering the plan2020-04-30$30,000
Expenses. Other expenses not covered elsewhere2020-04-30$119,574
Net income (gross income less expenses)2020-04-30$-17,433
Net plan assets at end of year (total assets less liabilities)2020-04-30$0
Net plan assets at beginning of year (total assets less liabilities)2020-04-30$17,433
Total contributions received or receivable from employer(s)2020-04-30$216,363
2019 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 401k financial data
Total plan liabilities at end of year2019-04-30$0
Total plan liabilities at beginning of year2019-04-30$0
Total income from all sources2019-04-30$214,399
Expenses. Total of all expenses incurred2019-04-30$196,966
Benefits paid (including direct rollovers)2019-04-30$76,625
Total plan assets at end of year2019-04-30$17,433
Total plan assets at beginning of year2019-04-30$0
Value of fidelity bond covering the plan2019-04-30$30,000
Expenses. Other expenses not covered elsewhere2019-04-30$120,341
Net income (gross income less expenses)2019-04-30$17,433
Net plan assets at end of year (total assets less liabilities)2019-04-30$17,433
Net plan assets at beginning of year (total assets less liabilities)2019-04-30$0
Total contributions received or receivable from employer(s)2019-04-30$214,399

Form 5500 Responses for EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE

2023: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2023 form 5500 responses
2023-05-01Type of plan entitySingle employer plan
2023-05-01Submission has been amendedNo
2023-05-01This submission is the final filingNo
2023-05-01This return/report is a short plan year return/report (less than 12 months)No
2023-05-01Plan is a collectively bargained planNo
2023-05-01Plan funding arrangement – InsuranceYes
2023-05-01Plan funding arrangement – TrustYes
2023-05-01Plan benefit arrangement – InsuranceYes
2023-05-01Plan benefit arrangement - TrustYes
2022: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedYes
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01First time form 5500 has been submittedYes
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1
Insurance contract or identification number14469 NFA 0702
Number of Individuals Covered26
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $75,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number14469 NFA 0702
Policy instance 1

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