SMITH VENDING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF SMITH VENDING
Measure | Date | Value |
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2022: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2022 401k membership |
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Total participants, beginning-of-year | 2022-05-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 19 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
Total of all active and inactive participants | 2022-05-01 | 19 |
2021: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 17 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
Total of all active and inactive participants | 2021-05-01 | 17 |
2020: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 15 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
Total of all active and inactive participants | 2020-05-01 | 15 |
2019: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 17 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
Total of all active and inactive participants | 2019-05-01 | 17 |
2018: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2018 401k membership |
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Total participants, beginning-of-year | 2018-11-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 17 |
Number of retired or separated participants receiving benefits | 2018-11-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 0 |
Total of all active and inactive participants | 2018-11-01 | 17 |
Measure | Date | Value |
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2023 : EMPLOYEE HEALTH PLAN OF SMITH VENDING 2023 401k financial data |
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Total income from all sources | 2023-04-30 | $165,293 |
Expenses. Total of all expenses incurred | 2023-04-30 | $169,960 |
Benefits paid (including direct rollovers) | 2023-04-30 | $83,641 |
Total plan assets at beginning of year | 2023-04-30 | $4,667 |
Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2023-04-30 | $86,319 |
Net income (gross income less expenses) | 2023-04-30 | $-4,667 |
Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $4,667 |
Total contributions received or receivable from employer(s) | 2023-04-30 | $165,293 |
2022 : EMPLOYEE HEALTH PLAN OF SMITH VENDING 2022 401k financial data |
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Total income from all sources | 2022-04-30 | $139,078 |
Expenses. Total of all expenses incurred | 2022-04-30 | $152,627 |
Benefits paid (including direct rollovers) | 2022-04-30 | $79,768 |
Total plan assets at end of year | 2022-04-30 | $4,667 |
Total plan assets at beginning of year | 2022-04-30 | $18,216 |
Value of fidelity bond covering the plan | 2022-04-30 | $7,000 |
Expenses. Other expenses not covered elsewhere | 2022-04-30 | $72,859 |
Net income (gross income less expenses) | 2022-04-30 | $-13,549 |
Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $4,667 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $18,216 |
Total contributions received or receivable from employer(s) | 2022-04-30 | $139,078 |
2021 : EMPLOYEE HEALTH PLAN OF SMITH VENDING 2021 401k financial data |
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Total plan liabilities at beginning of year | 2021-04-30 | $0 |
Total income from all sources | 2021-04-30 | $137,514 |
Expenses. Total of all expenses incurred | 2021-04-30 | $166,212 |
Benefits paid (including direct rollovers) | 2021-04-30 | $93,855 |
Total plan assets at end of year | 2021-04-30 | $18,216 |
Total plan assets at beginning of year | 2021-04-30 | $46,914 |
Value of fidelity bond covering the plan | 2021-04-30 | $15,000 |
Expenses. Other expenses not covered elsewhere | 2021-04-30 | $72,357 |
Net income (gross income less expenses) | 2021-04-30 | $-28,698 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $18,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $46,914 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $137,514 |
2020 : EMPLOYEE HEALTH PLAN OF SMITH VENDING 2020 401k financial data |
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Total plan liabilities at end of year | 2020-04-30 | $0 |
Total income from all sources | 2020-04-30 | $152,143 |
Expenses. Total of all expenses incurred | 2020-04-30 | $126,666 |
Benefits paid (including direct rollovers) | 2020-04-30 | $47,720 |
Total plan assets at end of year | 2020-04-30 | $46,914 |
Total plan assets at beginning of year | 2020-04-30 | $21,437 |
Value of fidelity bond covering the plan | 2020-04-30 | $15,000 |
Expenses. Other expenses not covered elsewhere | 2020-04-30 | $78,946 |
Net income (gross income less expenses) | 2020-04-30 | $25,477 |
Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $46,914 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $21,437 |
Total contributions received or receivable from employer(s) | 2020-04-30 | $152,143 |
2019 : EMPLOYEE HEALTH PLAN OF SMITH VENDING 2019 401k financial data |
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Total plan liabilities at beginning of year | 2019-04-30 | $0 |
Total income from all sources | 2019-04-30 | $65,480 |
Expenses. Total of all expenses incurred | 2019-04-30 | $44,043 |
Benefits paid (including direct rollovers) | 2019-04-30 | $8,458 |
Total plan assets at end of year | 2019-04-30 | $21,437 |
Total plan assets at beginning of year | 2019-04-30 | $0 |
Value of fidelity bond covering the plan | 2019-04-30 | $15,000 |
Expenses. Other expenses not covered elsewhere | 2019-04-30 | $35,585 |
Net income (gross income less expenses) | 2019-04-30 | $21,437 |
Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $21,437 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2019-04-30 | $65,480 |
2022: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2022 form 5500 responses |
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2022-05-01 | Type of plan entity | Single employer plan |
2022-05-01 | Submission has been amended | No |
2022-05-01 | This submission is the final filing | No |
2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-05-01 | Plan is a collectively bargained plan | No |
2022-05-01 | Plan funding arrangement – Insurance | Yes |
2022-05-01 | Plan funding arrangement – Trust | Yes |
2022-05-01 | Plan benefit arrangement – Insurance | Yes |
2022-05-01 | Plan benefit arrangement - Trust | Yes |
2021: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2021 form 5500 responses |
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2021-05-01 | Type of plan entity | Single employer plan |
2021-05-01 | Submission has been amended | No |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | No |
2021-05-01 | Plan funding arrangement – Insurance | Yes |
2021-05-01 | Plan funding arrangement – Trust | Yes |
2021-05-01 | Plan benefit arrangement – Insurance | Yes |
2021-05-01 | Plan benefit arrangement - Trust | Yes |
2020: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2020 form 5500 responses |
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2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | Submission has been amended | No |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Insurance | Yes |
2020-05-01 | Plan funding arrangement – Trust | Yes |
2020-05-01 | Plan benefit arrangement – Insurance | Yes |
2020-05-01 | Plan benefit arrangement - Trust | Yes |
2019: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2019 form 5500 responses |
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2019-05-01 | Type of plan entity | Single employer plan |
2019-05-01 | Submission has been amended | No |
2019-05-01 | This submission is the final filing | No |
2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-05-01 | Plan is a collectively bargained plan | No |
2019-05-01 | Plan funding arrangement – Insurance | Yes |
2019-05-01 | Plan funding arrangement – Trust | Yes |
2019-05-01 | Plan benefit arrangement – Insurance | Yes |
2019-05-01 | Plan benefit arrangement - Trust | Yes |
2018: EMPLOYEE HEALTH PLAN OF SMITH VENDING 2018 form 5500 responses |
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2018-11-01 | Type of plan entity | Single employer plan |
2018-11-01 | First time form 5500 has been submitted | Yes |
2018-11-01 | Submission has been amended | No |
2018-11-01 | This submission is the final filing | No |
2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-11-01 | Plan is a collectively bargained plan | No |
2018-11-01 | Plan funding arrangement – Insurance | Yes |
2018-11-01 | Plan funding arrangement – Trust | Yes |
2018-11-01 | Plan benefit arrangement – Insurance | Yes |
2018-11-01 | Plan benefit arrangement - Trust | Yes |
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 29507NFA0713 |
Policy instance | 1 |
Insurance contract or identification number | 29507NFA0713 | Number of Individuals Covered | 27 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $69,116 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 29507NFA0713 |
Policy instance | 1 |
Insurance contract or identification number | 29507NFA0713 | Number of Individuals Covered | 24 | Insurance policy start date | 2021-11-01 | Insurance policy end date | 2022-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $58,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 29507NFA0713 |
Policy instance | 1 |
Insurance contract or identification number | 29507NFA0713 | Number of Individuals Covered | 21 | Insurance policy start date | 2020-11-01 | Insurance policy end date | 2021-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $56,371 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 29507NFA0713 |
Policy instance | 1 |
Insurance contract or identification number | 29507NFA0713 | Number of Individuals Covered | 25 | Insurance policy start date | 2019-11-01 | Insurance policy end date | 2020-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $63,079 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 29507NFA0713 |
Policy instance | 1 |
Insurance contract or identification number | 29507NFA0713 | Number of Individuals Covered | 23 | Insurance policy start date | 2018-11-01 | Insurance policy end date | 2019-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $27,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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