401k Plan data: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN plan

SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	SMITH & SCHAEFER, INC. PROFIT SHARING PLAN
Plan identification number	001

SMITH & SCHAEFER, INC. PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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 & SCHAEFER, INC. has sponsored the creation of one or more 401k plans.

Company Name: SMITH & SCHAEFER, INC.

Employer identification number (EIN): 310557076

NAIC Classification: 442110
NAIC Description: Furniture Stores

Additional information about SMITH & SCHAEFER, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1952-04-22

Company Identification Number: 227629

Legal Registered Office Address: 3035 READING RD
-
CINCINNATI
United States of America (USA)
45206

More information about SMITH & SCHAEFER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & SCHAEFER, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 GARY WAGNER
001 2013-01-01 GARY WAGNER
001 2012-01-01 GARY WAGNER
001 2011-01-01 GARY WAGNER
001 2010-01-01 GARY WAGNER
001 2009-01-01 GARY WAGNER GARY WAGNER 2010-04-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	GARY WAGNER
001	2013-01-01	GARY WAGNER
001	2012-01-01	GARY WAGNER
001	2011-01-01	GARY WAGNER
001	2010-01-01	GARY WAGNER
001	2009-01-01	GARY WAGNER	GARY WAGNER	2010-04-12

Plan Statistics for SMITH & SCHAEFER, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for SMITH & SCHAEFER, INC. PROFIT SHARING PLAN

Measure Date Value
2014: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 49
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 28
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 30
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 51
Number of participants with account balances 2012-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 40
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 20
Total of all active and inactive participants 2011-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 60
Number of participants with account balances 2011-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Number of participants with account balances 2010-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 14
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 57
Number of participants with account balances 2009-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	49
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	28
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	30
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	51
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	51
Number of participants with account balances	2012-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	40
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	20
Total of all active and inactive participants	2011-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	60
Number of participants with account balances	2011-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Number of participants with account balances	2010-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	14
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	57
Number of participants with account balances	2009-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SMITH & SCHAEFER, INC. PROFIT SHARING PLAN

Measure	Date	Value
2014 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-04-25	$-12,826
Expenses. Total of all expenses incurred	2014-04-25	$2,764,243
Benefits paid (including direct rollovers)	2014-04-25	$2,760,512
Total plan assets at end of year	2014-04-25	$0
Total plan assets at beginning of year	2014-04-25	$2,777,069
Value of fidelity bond covering the plan	2014-04-25	$500,000
Total contributions received or receivable from participants	2014-04-25	$0
Contributions received from other sources (not participants or employers)	2014-04-25	$0
Other income received	2014-04-25	$-12,826
Net income (gross income less expenses)	2014-04-25	$-2,777,069
Net plan assets at end of year (total assets less liabilities)	2014-04-25	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-04-25	$2,777,069
Total contributions received or receivable from employer(s)	2014-04-25	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-25	$3,731
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-04-25	$0
2013 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$512,420
Expenses. Total of all expenses incurred	2013-12-31	$577,682
Benefits paid (including direct rollovers)	2013-12-31	$577,682
Total plan assets at end of year	2013-12-31	$2,777,069
Total plan assets at beginning of year	2013-12-31	$2,842,331
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$64,483
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$447,937
Net income (gross income less expenses)	2013-12-31	$-65,262
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,777,069
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,842,331
Assets. Value of participant loans	2013-12-31	$6,909
Total contributions received or receivable from employer(s)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$439,585
Expenses. Total of all expenses incurred	2012-12-31	$729,770
Benefits paid (including direct rollovers)	2012-12-31	$729,105
Total plan assets at end of year	2012-12-31	$2,842,331
Total plan assets at beginning of year	2012-12-31	$3,132,516
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$122,347
Other income received	2012-12-31	$317,238
Net income (gross income less expenses)	2012-12-31	$-290,185
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,842,331
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,132,516
Assets. Value of participant loans	2012-12-31	$4,524
Value of corrective distributions	2012-12-31	$665
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$131,402
Expenses. Total of all expenses incurred	2011-12-31	$437,820
Benefits paid (including direct rollovers)	2011-12-31	$437,820
Total plan assets at end of year	2011-12-31	$3,132,516
Total plan assets at beginning of year	2011-12-31	$3,438,934
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$149,907
Other income received	2011-12-31	$-18,505
Net income (gross income less expenses)	2011-12-31	$-306,418
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,132,516
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,438,934
Assets. Value of participant loans	2011-12-31	$15,352
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$490,351
Expenses. Total of all expenses incurred	2010-12-31	$135,433
Benefits paid (including direct rollovers)	2010-12-31	$117,361
Total plan assets at end of year	2010-12-31	$3,438,934
Total plan assets at beginning of year	2010-12-31	$3,084,016
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$163,083
Other income received	2010-12-31	$327,268
Net income (gross income less expenses)	2010-12-31	$354,918
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,438,934
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,084,016
Assets. Value of participant loans	2010-12-31	$34,901
Value of corrective distributions	2010-12-31	$18,072
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SMITH & SCHAEFER, INC. PROFIT SHARING PLAN

2014: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	Yes
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SMITH & SCHAEFER, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH & SCHAEFER, INC.
Employer identification number (EIN):	310557076
NAIC Classification:	442110
NAIC Description:	Furniture Stores

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1952-04-22
Company Identification Number:	227629
Legal Registered Office Address:	3035 READING RD - CINCINNATI United States of America (USA) 45206