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SMART FINANCIAL 401(K) PLAN 401k Plan overview

Plan NameSMART FINANCIAL 401(K) PLAN
Plan identification number 001

SMART FINANCIAL 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BE SMART FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name:BE SMART FINANCIAL
Employer identification number (EIN):263333107
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMART FINANCIAL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01W. CRAIG JUDD2024-09-24
0012022-01-01
0012021-01-01
0012020-01-01W. CRAIG JUDD2021-06-01
0012019-01-01W. CRAIG JUDD2020-04-24
0012018-01-01W. CRAIG JUDD2019-05-13
0012017-01-01W. CRAIG JUDD2018-07-18

Plan Statistics for SMART FINANCIAL 401(K) PLAN

401k plan membership statisitcs for SMART FINANCIAL 401(K) PLAN

Measure Date Value
2024: SMART FINANCIAL 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-246
Total number of particpants at end of year2024-09-246
Number of Participants With Account Balances2024-09-245

Financial Data on SMART FINANCIAL 401(K) PLAN

Measure Date Value
2024 : SMART FINANCIAL 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2466
Net assets as of the end of the plan year2024-09-24374573
Total assets as of the beginning of the plan year2024-09-24282438
Participant contributions to plan in this plan year2024-09-2432954
Other income to plan in this plan year2024-09-2453402
Plan net income in this plan year2024-09-2492135
Net assets as of the end of the plan year2024-09-24374573
Net assets as of the beginning of the plan year2024-09-24282438
Employer contributions to plan in this plan year2024-09-245845
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2466

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