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SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 401k Plan overview

Plan NameSMITH & KRANTZ, L.L.P. RETIREMENT PLAN
Plan identification number 001

SMITH & KRANTZ, L.L.P. RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

SMITH & KRANTZ, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:SMITH & KRANTZ, L.L.P.
Employer identification number (EIN):300095550
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & KRANTZ, L.L.P. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEREMY KRANTZ2024-10-01
0012022-01-01JEREMY KRANTZ2023-09-06
0012021-01-01JEREMY KRANTZ2022-09-07
0012020-01-01JEREMY KRANTZ2021-08-24
0012019-01-01JEREMY KRANTZ2020-10-06
0012018-01-01JEREMY KRANTZ2019-06-25
0012017-01-01JEREMY KRANTZ
0012016-01-01JEREMY KRANTZ
0012015-01-01JEREMY KRANTZ
0012014-01-01JEREMY KRANTZ
0012013-01-01JEREMY KRANTZ
0012012-01-01JEREMY KRANTZ
0012011-01-01JEREMY KRANTZ
0012009-01-01JEREMY KRANTZ

Financial Data on SMITH & KRANTZ, L.L.P. RETIREMENT PLAN

Measure Date Value
2025 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-091689
Net assets as of the end of the plan year2025-07-092216294
Total assets as of the beginning of the plan year2025-07-091913378
Value of plan covered by a fidelity bond2025-07-09210000
Participant contributions to plan in this plan year2025-07-090
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09184335
Plan net income in this plan year2025-07-09302916
Net assets as of the end of the plan year2025-07-092216294
Net assets as of the beginning of the plan year2025-07-091913378
Employer contributions to plan in this plan year2025-07-09120270
Fees paid to broker by Benefit Provider2025-07-091186
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0925
2024 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01166378
Net assets as of the end of the plan year2024-10-011913378
Total assets as of the beginning of the plan year2024-10-011573702
Value of plan covered by a fidelity bond2024-10-01210000
Participant contributions to plan in this plan year2024-10-010
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-01386888
Plan net income in this plan year2024-10-01339676
Net assets as of the end of the plan year2024-10-011913378
Net assets as of the beginning of the plan year2024-10-011573702
Employer contributions to plan in this plan year2024-10-01119166
Fees paid to broker by Benefit Provider2024-10-016599
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0150
2022 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-070
Net assets as of the end of the plan year2022-09-071978477
Total assets as of the beginning of the plan year2022-09-071609235
Value of plan covered by a fidelity bond2022-09-07190000
Other income to plan in this plan year2022-09-07226333
Plan net income in this plan year2022-09-07369242
Net assets as of the end of the plan year2022-09-071978477
Net assets as of the beginning of the plan year2022-09-071609235
Employer contributions to plan in this plan year2022-09-07142909
Fees paid to broker by Benefit Provider2022-09-076789
2017 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$369,042
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$1,587,905
Total plan assets at beginning of year2017-12-31$1,218,863
Value of fidelity bond covering the plan2017-12-31$121,887
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$237,736
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$369,042
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,587,905
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,218,863
Total contributions received or receivable from employer(s)2017-12-31$131,306
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$156,355
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$1,218,863
Total plan assets at beginning of year2016-12-31$1,062,508
Value of fidelity bond covering the plan2016-12-31$106,251
Total contributions received or receivable from participants2016-12-31$0
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$29,405
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$156,355
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,218,863
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,062,508
Total contributions received or receivable from employer(s)2016-12-31$126,950
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$141,108
Expenses. Total of all expenses incurred2015-12-31$2
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$1,062,508
Total plan assets at beginning of year2015-12-31$921,402
Value of fidelity bond covering the plan2015-12-31$25,000
Total contributions received or receivable from participants2015-12-31$0
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$11,763
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$141,106
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,062,508
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$921,402
Total contributions received or receivable from employer(s)2015-12-31$129,345
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2
2014 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$151,647
Expenses. Total of all expenses incurred2014-12-31$1,896
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$921,402
Total plan assets at beginning of year2014-12-31$771,651
Value of fidelity bond covering the plan2014-12-31$25,000
Total contributions received or receivable from participants2014-12-31$0
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$23,215
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$149,751
Net plan assets at end of year (total assets less liabilities)2014-12-31$921,402
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$771,651
Total contributions received or receivable from employer(s)2014-12-31$128,432
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,896
2013 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$140,357
Expenses. Total of all expenses incurred2013-12-31$470
Benefits paid (including direct rollovers)2013-12-31$320
Total plan assets at end of year2013-12-31$771,651
Total plan assets at beginning of year2013-12-31$631,764
Value of fidelity bond covering the plan2013-12-31$25,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$91,468
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$139,887
Net plan assets at end of year (total assets less liabilities)2013-12-31$771,651
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$631,764
Total contributions received or receivable from employer(s)2013-12-31$48,889
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$97,115
Expenses. Total of all expenses incurred2012-12-31$0
Benefits paid (including direct rollovers)2012-12-31$0
Total plan assets at end of year2012-12-31$631,764
Total plan assets at beginning of year2012-12-31$534,649
Value of fidelity bond covering the plan2012-12-31$25,000
Total contributions received or receivable from participants2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$48,615
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$97,115
Net plan assets at end of year (total assets less liabilities)2012-12-31$631,764
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$534,649
Total contributions received or receivable from employer(s)2012-12-31$48,500
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$28,741
Expenses. Total of all expenses incurred2011-12-31$0
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$534,649
Total plan assets at beginning of year2011-12-31$505,908
Value of fidelity bond covering the plan2011-12-31$25,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-19,329
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$28,741
Net plan assets at end of year (total assets less liabilities)2011-12-31$534,649
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$505,908
Total contributions received or receivable from employer(s)2011-12-31$48,070
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$83,260
Expenses. Total of all expenses incurred2010-12-31$1,388
Benefits paid (including direct rollovers)2010-12-31$1,238
Total plan assets at end of year2010-12-31$505,908
Total plan assets at beginning of year2010-12-31$424,036
Value of fidelity bond covering the plan2010-12-31$25,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$33,017
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$81,872
Net plan assets at end of year (total assets less liabilities)2010-12-31$505,908
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$424,036
Total contributions received or receivable from employer(s)2010-12-31$50,243
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for SMITH & KRANTZ, L.L.P. RETIREMENT PLAN

2017: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMITH & KRANTZ, L.L.P. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHI242
Policy instance 1

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