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DR. PATRICK H. SMITH RETIREMENT PLAN 401k Plan overview

Plan NameDR. PATRICK H. SMITH RETIREMENT PLAN
Plan identification number 001

DR. PATRICK H. SMITH RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

PATRICK H. SMITH, M.D. has sponsored the creation of one or more 401k plans.

Company Name:PATRICK H. SMITH, M.D.
Employer identification number (EIN):630480000
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR. PATRICK H. SMITH RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-07-01PATRICK H. SMITH, M.D.
0012010-07-01PATRICK H.SMITH, JR. PATRICK H. SMITH, M.D.2012-01-26
0012009-07-01PATRICK H.SMITH, JR. PATRICK H. SMITH, M.D.2010-11-08

Plan Statistics for DR. PATRICK H. SMITH RETIREMENT PLAN

401k plan membership statisitcs for DR. PATRICK H. SMITH RETIREMENT PLAN

Measure Date Value
2011: DR. PATRICK H. SMITH RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011
Total number of active participants reported on line 7a of the Form 55002011-07-010
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011
Number of participants with account balances2011-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: DR. PATRICK H. SMITH RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011
Total number of active participants reported on line 7a of the Form 55002010-07-010
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011
Number of participants with account balances2010-07-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: DR. PATRICK H. SMITH RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011
Total number of active participants reported on line 7a of the Form 55002009-07-011
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011
Number of participants with account balances2009-07-011

Financial Data on DR. PATRICK H. SMITH RETIREMENT PLAN

Measure Date Value
2012 : DR. PATRICK H. SMITH RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$23,365
Expenses. Total of all expenses incurred2012-06-30$35,100
Benefits paid (including direct rollovers)2012-06-30$35,100
Total plan assets at end of year2012-06-30$653,005
Total plan assets at beginning of year2012-06-30$664,740
Other income received2012-06-30$23,365
Net income (gross income less expenses)2012-06-30$-11,735
Net plan assets at end of year (total assets less liabilities)2012-06-30$653,005
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$664,740
2011 : DR. PATRICK H. SMITH RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$123,734
Expenses. Total of all expenses incurred2011-06-30$29,905
Benefits paid (including direct rollovers)2011-06-30$30,000
Total plan assets at end of year2011-06-30$664,740
Total plan assets at beginning of year2011-06-30$570,911
Expenses. Other expenses not covered elsewhere2011-06-30$-95
Other income received2011-06-30$123,734
Net income (gross income less expenses)2011-06-30$93,829
Net plan assets at end of year (total assets less liabilities)2011-06-30$664,740
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$570,911

Form 5500 Responses for DR. PATRICK H. SMITH RETIREMENT PLAN

2011: DR. PATRICK H. SMITH RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: DR. PATRICK H. SMITH RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: DR. PATRICK H. SMITH RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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