401k Plan data: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN plan

THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN
Plan identification number	001

THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined 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.
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

THE SMITH PARTNERS, PLLP has sponsored the creation of one or more 401k plans.

Company Name: THE SMITH PARTNERS, PLLP

Employer identification number (EIN): 203663831

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LOUIS SMITH 2023-10-02
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LOUIS SMITH
001 2016-01-01 LOUIS SMITH
001 2015-01-01 LOUIS SMITH
001 2014-01-01 LOUIS SMITH
001 2013-01-01 LOUIS SMITH
001 2012-01-01 LOUIS SMITH
001 2011-01-01 LOUIS SMITH
001 2010-01-01 LOUIS SMITH 2011-10-10
001 2009-01-01 LOUIS SMITH

Plan Statistics for THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN

Measure Date Value
2021: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 7
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 7
Number of participants with account balances 2020-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 2
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 5
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 6
Number of participants with account balances 2016-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 5
Number of participants with account balances 2014-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 5
Number of participants with account balances 2013-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 5
Number of participants with account balances 2012-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 6
Number of participants with account balances 2009-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	7
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	7
Number of participants with account balances	2020-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	2
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	5
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	6
Number of participants with account balances	2016-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	5
Number of participants with account balances	2014-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	5
Number of participants with account balances	2013-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	5
Number of participants with account balances	2012-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	6
Number of participants with account balances	2009-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN

Measure	Date	Value
2021 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$812,546
Expenses. Total of all expenses incurred	2021-12-31	$196,305
Benefits paid (including direct rollovers)	2021-12-31	$178,804
Total plan assets at end of year	2021-12-31	$5,666,060
Total plan assets at beginning of year	2021-12-31	$5,049,819
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$59,857
Other income received	2021-12-31	$712,728
Net income (gross income less expenses)	2021-12-31	$616,241
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,666,060
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$5,049,819
Total contributions received or receivable from employer(s)	2021-12-31	$39,961
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$17,501
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$664,018
Expenses. Total of all expenses incurred	2020-12-31	$15,244
Total plan assets at end of year	2020-12-31	$5,049,819
Total plan assets at beginning of year	2020-12-31	$4,401,045
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$31,115
Other income received	2020-12-31	$598,165
Net income (gross income less expenses)	2020-12-31	$648,774
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$5,049,819
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$4,401,045
Total contributions received or receivable from employer(s)	2020-12-31	$34,738
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$15,244
2019 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$837,899
Expenses. Total of all expenses incurred	2019-12-31	$13,282
Total plan assets at end of year	2019-12-31	$4,401,045
Total plan assets at beginning of year	2019-12-31	$3,576,428
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$62,457
Other income received	2019-12-31	$681,383
Net income (gross income less expenses)	2019-12-31	$824,617
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$4,401,045
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,576,428
Total contributions received or receivable from employer(s)	2019-12-31	$94,059
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$13,282
2018 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$17,158
Expenses. Total of all expenses incurred	2018-12-31	$12,494
Total plan assets at end of year	2018-12-31	$3,576,428
Total plan assets at beginning of year	2018-12-31	$3,571,764
Value of fidelity bond covering the plan	2018-12-31	$358,000
Total contributions received or receivable from participants	2018-12-31	$45,004
Other income received	2018-12-31	$-125,707
Net income (gross income less expenses)	2018-12-31	$4,664
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,576,428
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,571,764
Total contributions received or receivable from employer(s)	2018-12-31	$97,861
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$12,494
2017 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$531,202
Expenses. Total of all expenses incurred	2017-12-31	$10,990
Total plan assets at end of year	2017-12-31	$3,571,764
Total plan assets at beginning of year	2017-12-31	$3,051,552
Value of fidelity bond covering the plan	2017-12-31	$358,000
Total contributions received or receivable from participants	2017-12-31	$24,409
Other income received	2017-12-31	$431,062
Net income (gross income less expenses)	2017-12-31	$520,212
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,571,764
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,051,552
Total contributions received or receivable from employer(s)	2017-12-31	$75,731
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$10,990
2016 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$343,275
Expenses. Total of all expenses incurred	2016-12-31	$17,676
Total plan assets at end of year	2016-12-31	$3,051,552
Total plan assets at beginning of year	2016-12-31	$2,725,953
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$46,074
Other income received	2016-12-31	$194,081
Net income (gross income less expenses)	2016-12-31	$325,599
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,051,552
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,725,953
Assets. Value of participant loans	2016-12-31	$425
Total contributions received or receivable from employer(s)	2016-12-31	$103,120
Value of corrective distributions	2016-12-31	$8,091
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$9,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$176,389
Expenses. Total of all expenses incurred	2015-12-31	$34,712
Total plan assets at end of year	2015-12-31	$2,725,953
Total plan assets at beginning of year	2015-12-31	$2,584,276
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$73,436
Other income received	2015-12-31	$-5,768
Net income (gross income less expenses)	2015-12-31	$141,677
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,725,953
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,584,276
Assets. Value of participant loans	2015-12-31	$1,488
Total contributions received or receivable from employer(s)	2015-12-31	$108,721
Value of corrective distributions	2015-12-31	$25,762
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$8,950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$281,685
Expenses. Total of all expenses incurred	2014-12-31	$7,729
Total plan assets at end of year	2014-12-31	$2,584,276
Total plan assets at beginning of year	2014-12-31	$2,310,320
Value of fidelity bond covering the plan	2014-12-31	$250,000
Total contributions received or receivable from participants	2014-12-31	$36,954
Other income received	2014-12-31	$138,773
Net income (gross income less expenses)	2014-12-31	$273,956
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,584,276
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,310,320
Assets. Value of participant loans	2014-12-31	$2,508
Total contributions received or receivable from employer(s)	2014-12-31	$105,958
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$7,729
2013 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$484,955
Expenses. Total of all expenses incurred	2013-12-31	$5,935
Total plan assets at end of year	2013-12-31	$2,310,320
Total plan assets at beginning of year	2013-12-31	$1,831,300
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$60,359
Other income received	2013-12-31	$321,233
Net income (gross income less expenses)	2013-12-31	$479,020
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,310,320
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,831,300
Assets. Value of participant loans	2013-12-31	$3,485
Total contributions received or receivable from employer(s)	2013-12-31	$103,363
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,935
2012 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$329,941
Expenses. Total of all expenses incurred	2012-12-31	$14,272
Benefits paid (including direct rollovers)	2012-12-31	$11,588
Total plan assets at end of year	2012-12-31	$1,831,300
Total plan assets at beginning of year	2012-12-31	$1,515,631
Value of fidelity bond covering the plan	2012-12-31	$150,000
Total contributions received or receivable from participants	2012-12-31	$35,413
Contributions received from other sources (not participants or employers)	2012-12-31	$16,527
Other income received	2012-12-31	$174,726
Net income (gross income less expenses)	2012-12-31	$315,669
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,831,300
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,515,631
Assets. Value of participant loans	2012-12-31	$4,548
Total contributions received or receivable from employer(s)	2012-12-31	$103,275
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,684
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$39,239
Expenses. Total of all expenses incurred	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$1,515,631
Total plan assets at beginning of year	2011-12-31	$1,476,392
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$14,308
Other income received	2011-12-31	$-60,711
Net income (gross income less expenses)	2011-12-31	$39,239
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,515,631
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,476,392
Total contributions received or receivable from employer(s)	2011-12-31	$85,642
2009 : THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN

2021: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE SMITH PARTNERS, PLLP RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE SMITH PARTNERS, PLLP
Employer identification number (EIN):	203663831
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LOUIS SMITH	2023-10-02
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LOUIS SMITH
001	2016-01-01	LOUIS SMITH
001	2015-01-01	LOUIS SMITH
001	2014-01-01	LOUIS SMITH
001	2013-01-01	LOUIS SMITH
001	2012-01-01	LOUIS SMITH
001	2011-01-01	LOUIS SMITH
001	2010-01-01	LOUIS SMITH	2011-10-10
001	2009-01-01	LOUIS SMITH