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R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameR & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

R & M SMITH FINANCIAL PARTNERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:R & M SMITH FINANCIAL PARTNERS, INC.
Employer identification number (EIN):251755014
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ROBERT SMITH2019-10-09
0012017-01-01ROBERT SMITH2018-04-17 ROBERT SMITH2018-04-17
0012016-01-01ROBERT SMITH2017-06-22 ROBERT SMITH2017-06-22
0012015-01-01ROBERT SMITH2016-09-22 ROBERT SMITH2016-09-22
0012014-01-01ROBERT SMITH2015-04-16 ROBERT SMITH2015-04-16
0012013-01-01ROBERT SMITH2014-02-20 ROBERT SMITH2014-02-20
0012012-01-01ROBERT SMITH2013-03-26 ROBERT SMITH2013-03-26
0012011-01-01ROBERT SMITH2012-03-30
0012010-01-01ROBERT SMITH2011-03-28

Financial Data on R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-11365
Net assets as of the end of the plan year2025-08-111545463
Total assets as of the beginning of the plan year2025-08-111314328
Value of plan covered by a fidelity bond2025-08-11300000
Participant contributions to plan in this plan year2025-08-1135520
Value of participant loans at end of plan year2025-08-117492
Other income to plan in this plan year2025-08-11186020
Plan net income in this plan year2025-08-11231135
Net assets as of the end of the plan year2025-08-111545463
Net assets as of the beginning of the plan year2025-08-111314328
Employer contributions to plan in this plan year2025-08-119960
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-11365
2024 : R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-03205
Net assets as of the end of the plan year2024-07-031314328
Total assets as of the beginning of the plan year2024-07-031054340
Value of plan covered by a fidelity bond2024-07-03200000
Participant contributions to plan in this plan year2024-07-0330600
Value of participant loans at end of plan year2024-07-038138
Other income to plan in this plan year2024-07-03219993
Plan net income in this plan year2024-07-03259988
Net assets as of the end of the plan year2024-07-031314328
Net assets as of the beginning of the plan year2024-07-031054340
Employer contributions to plan in this plan year2024-07-039600
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-03205
2022 : R & M SMITH FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-05405
Net assets as of the end of the plan year2022-05-051275090
Total assets as of the beginning of the plan year2022-05-051072266
Value of plan covered by a fidelity bond2022-05-05100000
Participant contributions to plan in this plan year2022-05-0526767
Value of participant loans at end of plan year2022-05-0524770
Other income to plan in this plan year2022-05-05167374
Plan net income in this plan year2022-05-05202824
Net assets as of the end of the plan year2022-05-051275090
Net assets as of the beginning of the plan year2022-05-051072266
Value of contributions failed to transmitted timely2022-05-05535
Employer contributions to plan in this plan year2022-05-059088
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-05405

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