401k Plan data: THE W.W. SMITH CHARITABLE TRUST 403(B) PLAN plan

THE W.W. SMITH CHARITABLE TRUST 403(B) PLAN 401k Plan overview

Plan Name	THE W.W. SMITH CHARITABLE TRUST 403(B) PLAN
Plan identification number	001

THE W.W. SMITH CHARITABLE TRUST 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE W.W. SMITH CHARITABLE TRUST has sponsored the creation of one or more 401k plans.

Company Name: THE W.W. SMITH CHARITABLE TRUST

Employer identification number (EIN): 236648841

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE W.W. SMITH CHARITABLE TRUST 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 MARY SMITH 2017-07-25 MARY SMITH 2017-07-25
001 2015-01-01 MARY L. SMITH 2016-07-25 MARY L. SMITH 2016-07-25
001 2014-01-01 MARY SMITH 2015-06-01 MARY SMITH 2015-06-01
001 2013-01-01 MARY L. SMITH 2014-04-30 MARY L. SMITH 2014-04-30
001 2012-01-01 MARY L. SMITH 2013-04-18 MARY L. SMITH 2013-04-18
001 2011-01-01 MARY L. SMITH 2012-05-14 MARY L. SMITH 2012-05-14
001 2010-01-01 MARY SMITH 2011-05-16 MARY SMITH 2011-05-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	MARY SMITH	2017-07-25	MARY SMITH	2017-07-25
001	2015-01-01	MARY L. SMITH	2016-07-25	MARY L. SMITH	2016-07-25
001	2014-01-01	MARY SMITH	2015-06-01	MARY SMITH	2015-06-01
001	2013-01-01	MARY L. SMITH	2014-04-30	MARY L. SMITH	2014-04-30
001	2012-01-01	MARY L. SMITH	2013-04-18	MARY L. SMITH	2013-04-18
001	2011-01-01	MARY L. SMITH	2012-05-14	MARY L. SMITH	2012-05-14
001	2010-01-01	MARY SMITH	2011-05-16	MARY SMITH	2011-05-16

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Company Name:	THE W.W. SMITH CHARITABLE TRUST
Employer identification number (EIN):	236648841
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations