401k Plan data: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST plan

SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST
Plan identification number	003

SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.

401k Sponsoring company profile

SMITH & HALE LLC has sponsored the creation of one or more 401k plans.

Company Name: SMITH & HALE LLC

Employer identification number (EIN): 310973469

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SMITH & HALE LLC

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 2007-03-23

Company Identification Number: 1687512

Legal Registered Office Address: 37 W. BROAD STREET
SUITE 725
COLUMBUS
United States of America (USA)
43215

More information about SMITH & HALE LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 JEFFREY L. BROWN 2023-08-03
003 2021-01-01 JEFFREY L. BROWN 2022-06-27
003 2020-01-01
003 2019-01-01
003 2018-01-01 JEFFREY L. BROWN
003 2017-01-01 JEFFREY L. BROWN
003 2016-01-01 JEFFREY L. BROWN
003 2016-01-01
003 2015-01-01 JEFFREY L. BROWN
003 2015-01-01 JEFFREY L. BROWN 2016-09-29
003 2014-01-01 JEFFREY L. BROWN
003 2014-01-01 JEFFREY L. BROWN 2015-07-28
003 2013-01-01 JEFFREY L. BROWN
003 2012-01-01 JEFFREY L. BROWN
003 2011-01-01 JEFFREY L. BROWN
003 2010-01-01 JEFFREY L. BROWN 2011-10-13 JEFFREY L. BROWN 2011-10-13
003 2009-01-01 BEN HALE BEN HALE 2010-10-14
003 2009-01-01 BEN HALE BEN HALE 2010-10-14
003 2009-01-01 BEN HALE BEN HALE 2010-10-14
003 2009-01-01 BEN HALE JR. BEN HALE JR. 2010-10-14
003 2007-01-01 JEFFREY L. BROWN JEFFREY L. BROWN 2012-01-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	JEFFREY L. BROWN	2023-08-03
003	2021-01-01	JEFFREY L. BROWN	2022-06-27
003	2020-01-01
003	2019-01-01
003	2018-01-01	JEFFREY L. BROWN
003	2017-01-01	JEFFREY L. BROWN
003	2016-01-01	JEFFREY L. BROWN
003	2016-01-01
003	2015-01-01	JEFFREY L. BROWN
003	2015-01-01	JEFFREY L. BROWN	2016-09-29
003	2014-01-01	JEFFREY L. BROWN
003	2014-01-01	JEFFREY L. BROWN	2015-07-28
003	2013-01-01	JEFFREY L. BROWN
003	2012-01-01	JEFFREY L. BROWN
003	2011-01-01	JEFFREY L. BROWN
003	2010-01-01	JEFFREY L. BROWN	2011-10-13	JEFFREY L. BROWN	2011-10-13
003	2009-01-01	BEN HALE		BEN HALE	2010-10-14
003	2009-01-01	BEN HALE		BEN HALE	2010-10-14
003	2009-01-01	BEN HALE		BEN HALE	2010-10-14
003	2009-01-01	BEN HALE JR.		BEN HALE JR.	2010-10-14
003	2007-01-01	JEFFREY L. BROWN		JEFFREY L. BROWN	2012-01-11

Plan Statistics for SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST

Measure Date Value
2020: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 4
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 4
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 4
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 6
Number of participants with account balances 2017-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 7
Number of participants with account balances 2016-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 5
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 1
Total of all active and inactive participants 2014-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 6
Number of participants with account balances 2014-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 5
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 2
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 8
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 9
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
2007: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 10
Number of other retired or separated participants entitled to future benefits 2007-01-01 2
Total of all active and inactive participants 2007-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 12
Number of participants with account balances 2007-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2020: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	4
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	4
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	4
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	6
Number of participants with account balances	2017-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	7
Number of participants with account balances	2016-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	5
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	1
Total of all active and inactive participants	2014-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	6
Number of participants with account balances	2014-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	5
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	2
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	8
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	9
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
2007: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	10
Number of other retired or separated participants entitled to future benefits	2007-01-01	2
Total of all active and inactive participants	2007-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	12
Number of participants with account balances	2007-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2020 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$276,467
Expenses. Total of all expenses incurred	2020-12-31	$83,985
Benefits paid (including direct rollovers)	2020-12-31	$61,517
Total plan assets at end of year	2020-12-31	$3,677,679
Total plan assets at beginning of year	2020-12-31	$3,485,197
Value of fidelity bond covering the plan	2020-12-31	$400,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$300
Other income received	2020-12-31	$174,098
Net income (gross income less expenses)	2020-12-31	$192,482
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,677,679
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,485,197
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$102,369
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$22,168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$563,714
Expenses. Total of all expenses incurred	2019-12-31	$530,587
Benefits paid (including direct rollovers)	2019-12-31	$505,075
Total plan assets at end of year	2019-12-31	$3,485,197
Total plan assets at beginning of year	2019-12-31	$3,452,070
Value of fidelity bond covering the plan	2019-12-31	$400,000
Other income received	2019-12-31	$510,140
Net income (gross income less expenses)	2019-12-31	$33,127
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,485,197
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,452,070
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$11,854
Total contributions received or receivable from employer(s)	2019-12-31	$53,574
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total income from all sources	2018-12-31	$-545,008
Expenses. Total of all expenses incurred	2018-12-31	$244,382
Benefits paid (including direct rollovers)	2018-12-31	$219,000
Total plan assets at end of year	2018-12-31	$3,452,070
Total plan assets at beginning of year	2018-12-31	$4,241,460
Value of fidelity bond covering the plan	2018-12-31	$400,000
Total contributions received or receivable from participants	2018-12-31	$0
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-590,601
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-789,390
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,452,070
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$4,241,460
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$35,000
Total contributions received or receivable from employer(s)	2018-12-31	$45,593
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25,382
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$367,016
Expenses. Total of all expenses incurred	2017-12-31	$30,708
Benefits paid (including direct rollovers)	2017-12-31	$12,391
Total plan assets at end of year	2017-12-31	$4,241,460
Total plan assets at beginning of year	2017-12-31	$3,905,152
Contributions received from other sources (not participants or employers)	2017-12-31	$29,671
Other income received	2017-12-31	$289,607
Net income (gross income less expenses)	2017-12-31	$336,308
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$4,241,460
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,905,152
Assets. Value of participant loans	2017-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$728,097
Total contributions received or receivable from employer(s)	2017-12-31	$47,738
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$18,317
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$819,147
Expenses. Total of all expenses incurred	2016-12-31	$377,229
Benefits paid (including direct rollovers)	2016-12-31	$369,723
Total plan assets at end of year	2016-12-31	$4,315,384
Total plan assets at beginning of year	2016-12-31	$3,873,466
Other income received	2016-12-31	$768,612
Net income (gross income less expenses)	2016-12-31	$441,918
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,315,384
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,873,466
Assets. Value of participant loans	2016-12-31	$12,361
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$776,598
Total contributions received or receivable from employer(s)	2016-12-31	$50,535
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,506
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$129,808
Expenses. Total of all expenses incurred	2015-12-31	$2,331
Total plan assets at end of year	2015-12-31	$3,873,466
Total plan assets at beginning of year	2015-12-31	$3,745,989
Other income received	2015-12-31	$61,880
Net income (gross income less expenses)	2015-12-31	$127,477
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,873,466
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,745,989
Assets. Value of participant loans	2015-12-31	$12,361
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$479,913
Total contributions received or receivable from employer(s)	2015-12-31	$67,928
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,331
2014 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$-143,733
Expenses. Total of all expenses incurred	2014-12-31	$4,166
Total plan assets at end of year	2014-12-31	$3,745,989
Total plan assets at beginning of year	2014-12-31	$3,893,888
Other income received	2014-12-31	$-203,189
Net income (gross income less expenses)	2014-12-31	$-147,899
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,745,989
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,893,888
Assets. Value of participant loans	2014-12-31	$17,711
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$362,866
Total contributions received or receivable from employer(s)	2014-12-31	$59,456
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$4,166
2013 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$439,638
Expenses. Total of all expenses incurred	2013-12-31	$2,481,238
Benefits paid (including direct rollovers)	2013-12-31	$2,476,450
Total plan assets at end of year	2013-12-31	$2,787,543
Total plan assets at beginning of year	2013-12-31	$4,829,143
Contributions received from other sources (not participants or employers)	2013-12-31	$284,892
Other income received	2013-12-31	$434,555
Net income (gross income less expenses)	2013-12-31	$-2,041,600
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,787,543
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,829,143
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$771,332
Total contributions received or receivable from employer(s)	2013-12-31	$5,083
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$4,788
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$428,661
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$4,829,143
Total plan assets at beginning of year	2012-12-31	$4,400,482
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$380,226
Net income (gross income less expenses)	2012-12-31	$428,661
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,829,143
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$4,400,482
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$199,617
Total contributions received or receivable from employer(s)	2012-12-31	$48,435
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$94,354
Expenses. Total of all expenses incurred	2011-12-31	$145,124
Benefits paid (including direct rollovers)	2011-12-31	$137,433
Total plan assets at end of year	2011-12-31	$4,430,138
Total plan assets at beginning of year	2011-12-31	$4,480,908
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$7,691
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$41,557
Net income (gross income less expenses)	2011-12-31	$-50,770
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$4,430,138
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,480,908
Assets. Value of assets in partnership/joint-venture interests	2011-12-31	$243,951
Total contributions received or receivable from employer(s)	2011-12-31	$52,797
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2008 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2008 401k financial data
Total income from all sources	2008-12-31	$-1,214,078
Expenses. Total of all expenses incurred	2008-12-31	$967,504
Benefits paid (including direct rollovers)	2008-12-31	$959,925
Total plan assets at end of year	2008-12-31	$3,680,430
Total plan assets at beginning of year	2008-12-31	$5,862,012
Other income received	2008-12-31	$-1,283,456
Net income (gross income less expenses)	2008-12-31	$-2,181,582
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$3,680,430
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$5,862,012
Assets. Value of assets in partnership/joint-venture interests	2008-12-31	$48,941
Total contributions received or receivable from employer(s)	2008-12-31	$69,378
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$7,579
2007 : SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$480,874
Expenses. Total of all expenses incurred	2007-12-31	$64,856
Benefits paid (including direct rollovers)	2007-12-31	$54,000
Total plan assets at end of year	2007-12-31	$5,862,012
Total plan assets at beginning of year	2007-12-31	$5,445,994
Expenses. Other expenses not covered elsewhere	2007-12-31	$10,856
Other income received	2007-12-31	$294,239
Net income (gross income less expenses)	2007-12-31	$416,018
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$5,862,012
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$5,445,994
Assets. Value of participant loans	2007-12-31	$1,852
Total contributions received or receivable from employer(s)	2007-12-31	$186,635

Form 5500 Responses for SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST

2020: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
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 & HALE LLC PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 & HALE LLC PROFIT SHARING PLAN AND TRUST 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 & HALE LLC PROFIT SHARING PLAN AND TRUST 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
2009: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2007: SMITH & HALE LLC PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH & HALE LLC
Employer identification number (EIN):	310973469
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	2007-03-23
Company Identification Number:	1687512
Legal Registered Office Address:	37 W. BROAD STREET SUITE 725 COLUMBUS United States of America (USA) 43215