CHARLES C SMITH DEFINED BENEFIT PLAN 401k Plan overview

CHARLES C SMITH DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	CHARLES C SMITH DEFINED BENEFIT PLAN
Employer identification number (EIN):	274108033
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2018-01-01
003	2017-01-01
003	2016-01-01	PAULETTE MOORE-HALL	2017-05-01
003	2015-01-01	MICHAEL VICKERY	2016-05-19
003	2012-01-01	MARY POWELL	2013-07-02
003	2011-01-01	MARY POWELL	2012-09-13

Plan Statistics for CHARLES C SMITH DEFINED BENEFIT PLAN

Measure	Date	Value
2018: CHARLES C SMITH DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-04-30	2,689,299
Acturial value of plan assets	2018-04-30	2,689,299
Funding target for retired participants and beneficiaries receiving payment	2018-04-30	0
Number of terminated vested participants	2018-04-30	0
Fundng target for terminated vested participants	2018-04-30	0
Active participant vested funding target	2018-04-30	2,962,546
Number of active participants	2018-04-30	3
Total funding liabilities for active participants	2018-04-30	2,992,481
Total participant count	2018-04-30	3
Total funding target for all participants	2018-04-30	2,992,481
Balance at beginning of prior year after applicable adjustments	2018-04-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-04-30	145,875
Carryover balanced portion elected for use to offset prior years funding requirement	2018-04-30	0
Prefunding balanced used to offset prior years funding requirement	2018-04-30	0
Amount remaining of carryover balance	2018-04-30	0
Amount remaining of prefunding balance	2018-04-30	145,875
Present value of excess contributions	2018-04-30	2,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-04-30	3,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-04-30	0
Reductions in caryover balances due to elections or deemed elections	2018-04-30	0
Reductions in prefunding balances due to elections or deemed elections	2018-04-30	0
Balance of carryovers at beginning of current year	2018-04-30	0
Balance of prefunding at beginning of current year	2018-04-30	157,560
Total employer contributions	2018-04-30	0
Total employee contributions	2018-04-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-04-30	0
Contributions made to avoid restrictions adjusted to valuation date	2018-04-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-04-30	0
Liquidity shortfalls end of Q1	2018-04-30	0
Liquidity shortfalls end of Q2	2018-04-30	0
Liquidity shortfalls end of Q3	2018-04-30	0
Liquidity shortfalls end of Q4	2018-04-30	0
Unpaid minimum required contributions for all prior years	2018-04-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-04-30	0
Remaining amount of unpaid minimum required contributions	2018-04-30	0
Minimum required contributions for current year target normal cost	2018-04-30	63,476
Net shortfall amortization installment of oustanding balance	2018-04-30	460,742
Waiver amortization installment	2018-04-30	0
Total funding amount beforereflecting carryover/prefunding balances	2018-04-30	144,512
Carryover balance elected to use to offset funding requirement	2018-04-30	0
Prefunding balance elected to use to offset funding requirement	2018-04-30	144,512
Additional cash requirement	2018-04-30	0
Contributions allocatedtoward minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for current year	2018-04-30	0
Unpaid minimum required contributions for all years	2018-04-30	0
2017: CHARLES C SMITH DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	2,399,426
Acturial value of plan assets	2017-12-31	2,399,426
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,411,069
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	2,434,135
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	2,434,135
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	196,714
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	60,941
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	135,773
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	145,875
Total employer contributions	2017-12-31	100,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	90,833
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	56,268
Net shortfall amortization installment of oustanding balance	2017-12-31	180,583
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	87,883
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	87,883
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	90,833
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHARLES C SMITH DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,774,142
Acturial value of plan assets	2016-12-31	1,774,142
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,971,784
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,971,784
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	1,971,784
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	194,613
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	194,613
Present value of excess contributions	2016-12-31	6,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	7,250
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	7,250
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	1,704
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	196,714
Total employer contributions	2016-12-31	320,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	302,446
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	303,628
Net shortfall amortization installment of oustanding balance	2016-12-31	198,363
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	363,387
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	60,941
Additional cash requirement	2016-12-31	302,446
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	302,446
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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