SMS CORP OFFICE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 sources | 2024-04-30 | $176,426 |
| Expenses. Total of all expenses incurred | 2024-04-30 | $176,426 |
| Benefits paid (including direct rollovers) | 2024-04-30 | $81,728 |
| Value of fidelity bond covering the plan | 2024-04-30 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2024-04-30 | $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 sources | 2023-04-30 | $172,814 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $172,814 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $79,782 |
| Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $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 sources | 2022-04-30 | $162,711 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $164,065 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $78,068 |
| Total plan assets at beginning of year | 2022-04-30 | $1,354 |
| Value of fidelity bond covering the plan | 2022-04-30 | $9,000 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $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 year | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $190,304 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $188,950 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $85,891 |
| Total plan assets at end of year | 2021-04-30 | $1,354 |
| Total plan assets at beginning of year | 2021-04-30 | $0 |
| Value of fidelity bond covering the plan | 2021-04-30 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $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 year | 2020-04-30 | $0 |
| Total plan liabilities at beginning of year | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $216,363 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $233,796 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $114,222 |
| Total plan assets at end of year | 2020-04-30 | $0 |
| Total plan assets at beginning of year | 2020-04-30 | $17,433 |
| Value of fidelity bond covering the plan | 2020-04-30 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $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 year | 2019-04-30 | $0 |
| Total plan liabilities at beginning of year | 2019-04-30 | $0 |
| Total income from all sources | 2019-04-30 | $214,399 |
| Expenses. Total of all expenses incurred | 2019-04-30 | $196,966 |
| Benefits paid (including direct rollovers) | 2019-04-30 | $76,625 |
| Total plan assets at end of year | 2019-04-30 | $17,433 |
| Total plan assets at beginning of year | 2019-04-30 | $0 |
| Value of fidelity bond covering the plan | 2019-04-30 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2019-04-30 | $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 |
| 2023: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2023 form 5500 responses |
|---|
| 2023-05-01 | Type of plan entity | Single employer plan |
| 2023-05-01 | Submission has been amended | No |
| 2023-05-01 | This submission is the final filing | No |
| 2023-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-05-01 | Plan is a collectively bargained plan | No |
| 2023-05-01 | Plan funding arrangement – Insurance | Yes |
| 2023-05-01 | Plan funding arrangement – Trust | Yes |
| 2023-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 2021-05-01 | This submission is the final filing | No |
| 2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-05-01 | Plan is a collectively bargained plan | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | Yes |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | First time form 5500 has been submitted | Yes |
| 2018-06-01 | Submission has been amended | No |
| 2018-06-01 | This submission is the final filing | No |
| 2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-06-01 | Plan is a collectively bargained plan | No |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |