401k Plan data: FRED SMITH ASSOCIATES PENSION PLAN plan

FRED SMITH ASSOCIATES PENSION PLAN 401k Plan overview

Plan Name	FRED SMITH ASSOCIATES PENSION PLAN
Plan identification number	001

FRED SMITH ASSOCIATES PENSION 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
The employer maintaining this ESOP is an S Corporation
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

FRED SMITHH ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name: FRED SMITHH ASSOCIATES

Employer identification number (EIN): 222100478

NAIC Classification: 541920

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRED SMITH ASSOCIATES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 FRED SMITH FRED SMITH 2018-10-01
001 2016-01-01 FRED SMITH FRED SMITH 2017-09-18
001 2015-01-01 FRED SMITH FRED SMITH 2016-09-30
001 2014-01-01 FRED SMITH FRED SMITH 2015-10-02
001 2013-01-01 FRED SMITH
001 2012-01-01 FRED SMITH
001 2011-01-01 FRED SMITH
001 2010-01-01 FRED SMITH
001 2009-01-01 FRED SMITH

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01
001	2017-01-01	FRED SMITH	FRED SMITH	2018-10-01
001	2016-01-01	FRED SMITH	FRED SMITH	2017-09-18
001	2015-01-01	FRED SMITH	FRED SMITH	2016-09-30
001	2014-01-01	FRED SMITH	FRED SMITH	2015-10-02
001	2013-01-01	FRED SMITH
001	2012-01-01	FRED SMITH
001	2011-01-01	FRED SMITH
001	2010-01-01	FRED SMITH
001	2009-01-01	FRED SMITH

Financial Data on FRED SMITH ASSOCIATES PENSION PLAN

Measure	Date	Value
2019 : FRED SMITH ASSOCIATES PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$0
Expenses. Total of all expenses incurred	2019-12-31	$427,378
Benefits paid (including direct rollovers)	2019-12-31	$427,378
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$427,378
Total contributions received or receivable from participants	2019-12-31	$0
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$0
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$-427,378
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$427,378
Total contributions received or receivable from employer(s)	2019-12-31	$0
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : FRED SMITH ASSOCIATES PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-37,104
Expenses. Total of all expenses incurred	2018-12-31	$153,537
Benefits paid (including direct rollovers)	2018-12-31	$153,537
Total plan assets at end of year	2018-12-31	$427,378
Total plan assets at beginning of year	2018-12-31	$618,019
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-37,104
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-190,641
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$427,378
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$618,019
Assets. Value of participant loans	2018-12-31	$41,654
Total contributions received or receivable from employer(s)	2018-12-31	$0
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : FRED SMITH ASSOCIATES PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$14,470
Expenses. Total of all expenses incurred	2017-12-31	$40,000
Benefits paid (including direct rollovers)	2017-12-31	$40,000
Total plan assets at end of year	2017-12-31	$618,019
Total plan assets at beginning of year	2017-12-31	$643,549
Total contributions received or receivable from participants	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$14,470
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-25,530
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$618,019
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$643,549
Assets. Value of participant loans	2017-12-31	$50,000
Total contributions received or receivable from employer(s)	2017-12-31	$0
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : FRED SMITH ASSOCIATES PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$11,222
Expenses. Total of all expenses incurred	2016-12-31	$150,262
Benefits paid (including direct rollovers)	2016-12-31	$150,262
Total plan assets at end of year	2016-12-31	$643,549
Total plan assets at beginning of year	2016-12-31	$782,589
Total contributions received or receivable from participants	2016-12-31	$0
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$11,222
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-139,040
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$643,549
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$782,589
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : FRED SMITH ASSOCIATES PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$1,260
Expenses. Total of all expenses incurred	2015-12-31	$248,006
Benefits paid (including direct rollovers)	2015-12-31	$248,006
Total plan assets at end of year	2015-12-31	$782,589
Total plan assets at beginning of year	2015-12-31	$1,029,335
Total contributions received or receivable from participants	2015-12-31	$0
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$1,260
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-246,746
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$782,589
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,029,335
Total contributions received or receivable from employer(s)	2015-12-31	$0
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
2014 : FRED SMITH ASSOCIATES PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$68,996
Expenses. Total of all expenses incurred	2014-12-31	$26,009
Benefits paid (including direct rollovers)	2014-12-31	$26,009
Total plan assets at end of year	2014-12-31	$1,029,335
Total plan assets at beginning of year	2014-12-31	$986,348
Total contributions received or receivable from participants	2014-12-31	$0
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$68,996
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$42,987
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,029,335
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$986,348
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : FRED SMITH ASSOCIATES PENSION PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$126,824
Expenses. Total of all expenses incurred	2013-12-31	$26,009
Benefits paid (including direct rollovers)	2013-12-31	$26,009
Total plan assets at end of year	2013-12-31	$986,348
Total plan assets at beginning of year	2013-12-31	$885,533
Other income received	2013-12-31	$126,824
Net income (gross income less expenses)	2013-12-31	$100,815
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$986,348
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$885,533
2012 : FRED SMITH ASSOCIATES PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$71,805
Expenses. Total of all expenses incurred	2012-12-31	$24,418
Benefits paid (including direct rollovers)	2012-12-31	$24,418
Total plan assets at end of year	2012-12-31	$885,533
Total plan assets at beginning of year	2012-12-31	$838,146
Other income received	2012-12-31	$71,805
Net income (gross income less expenses)	2012-12-31	$47,387
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$885,533
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$838,146
2011 : FRED SMITH ASSOCIATES PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$30,258
Expenses. Total of all expenses incurred	2011-12-31	$24,107
Benefits paid (including direct rollovers)	2011-12-31	$24,107
Total plan assets at end of year	2011-12-31	$838,146
Total plan assets at beginning of year	2011-12-31	$844,297
Other income received	2011-12-31	$30,258
Net income (gross income less expenses)	2011-12-31	$6,151
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$838,146
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$844,297
2010 : FRED SMITH ASSOCIATES PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$49,234
Expenses. Total of all expenses incurred	2010-12-31	$20,899
Benefits paid (including direct rollovers)	2010-12-31	$20,899
Total plan assets at end of year	2010-12-31	$844,297
Total plan assets at beginning of year	2010-12-31	$795,063
Other income received	2010-12-31	$49,234
Net income (gross income less expenses)	2010-12-31	$28,335
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$844,297
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$795,063

Form 5500 Responses for FRED SMITH ASSOCIATES PENSION PLAN

2019: FRED SMITH ASSOCIATES PENSION 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	Yes
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: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION 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: FRED SMITH ASSOCIATES PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: FRED SMITH ASSOCIATES PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FRED SMITH ASSOCIATES PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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

Insurance Providers Used on plan

GENWORTH LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
Policy contract number	0000704784
Policy instance	1

Potentially related plans

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Company Name:	FRED SMITHH ASSOCIATES
Employer identification number (EIN):	222100478
NAIC Classification:	541920