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JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE 401k Plan overview

Plan NameJACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE
Plan identification number 001

JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

JACK STEPHENS AND ASSOC. INC. HOLLIS SMITH TTEE has sponsored the creation of one or more 401k plans.

Company Name:JACK STEPHENS AND ASSOC. INC. HOLLIS SMITH TTEE
Employer identification number (EIN):751225772
NAIC Classification:531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-01-01WILLIAM SMITH

Plan Statistics for JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE

401k plan membership statisitcs for JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE

Measure Date Value
2009: JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE

Measure Date Value
2010 : JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE 2010 401k financial data
Total income from all sources2010-12-31$21,098
Total plan assets at end of year2010-12-31$244,091
Total plan assets at beginning of year2010-12-31$291,714
Other income received2010-12-31$5,000
Net income (gross income less expenses)2010-12-31$21,098
Net plan assets at end of year (total assets less liabilities)2010-12-31$244,091
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$291,714
Total contributions received or receivable from employer(s)2010-12-31$16,098

Form 5500 Responses for JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE

2009: JACK STEPHENS AND ASSOC.INC. HOLLIS SMITH TTEE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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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