401k Plan data: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN plan

SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan Name	SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN
Plan identification number	001

SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 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).
Money purchase (other than target benefit)
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 & SUSSON, LLP has sponsored the creation of one or more 401k plans.

Company Name: SMITH & SUSSON, LLP

Employer identification number (EIN): 330815661

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARK SUSSON 2023-10-16
001 2021-01-01 MARK SUSSON 2022-10-14
001 2020-01-01 MARK SUSSON 2021-10-15
001 2019-01-01 MARK SUSSON 2020-07-07
001 2018-01-01 MARK SUSSON 2019-10-07
001 2017-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01 MARK SUSSON 2016-10-14
001 2014-01-01
001 2013-01-01
001 2012-01-01 MARK SUSSON
001 2011-01-01 MARK SUSSON 2012-10-16
001 2010-01-01 MARK SUSSON 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	MARK SUSSON	2023-10-16
001	2021-01-01	MARK SUSSON	2022-10-14
001	2020-01-01	MARK SUSSON	2021-10-15
001	2019-01-01	MARK SUSSON	2020-07-07
001	2018-01-01	MARK SUSSON	2019-10-07
001	2017-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01	MARK SUSSON	2016-10-14
001	2014-01-01
001	2013-01-01
001	2012-01-01	MARK SUSSON
001	2011-01-01	MARK SUSSON	2012-10-16
001	2010-01-01	MARK SUSSON	2011-10-17

Plan Statistics for SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

401k plan membership statisitcs for SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

Measure Date Value
2022: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 3
Number of participants with account balances 2022-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 2
Total of all active and inactive participants 2021-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 3
Number of participants with account balances 2021-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
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 6
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 8
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 3
Total of all active and inactive participants 2019-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 7
Number of participants with account balances 2019-01-01 7
2018: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
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 2
Total of all active and inactive participants 2018-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 8
Number of participants with account balances 2018-01-01 8
2017: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 8
Number of participants with account balances 2017-01-01 8
2016: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of retired or separated participants receiving benefits 2016-01-01 0
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 8
Number of participants with account balances 2016-01-01 8
2015: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
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 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 8
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 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 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
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 3
Total of all active and inactive participants 2013-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 8
Number of participants with account balances 2013-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
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 6
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11

Measure	Date	Value
2022: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	3
Number of participants with account balances	2022-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	2
Total of all active and inactive participants	2021-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	3
Number of participants with account balances	2021-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
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	6
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	8
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	3
Total of all active and inactive participants	2019-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	7
Number of participants with account balances	2019-01-01	7
2018: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
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	2
Total of all active and inactive participants	2018-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	8
Number of participants with account balances	2018-01-01	8
2017: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	8
Number of participants with account balances	2017-01-01	8
2016: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of retired or separated participants receiving benefits	2016-01-01	0
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	8
Number of participants with account balances	2016-01-01	8
2015: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
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	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	8
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	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	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
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	3
Total of all active and inactive participants	2013-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	8
Number of participants with account balances	2013-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
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	6
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11

Financial Data on SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

Measure	Date	Value
2022 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$3
Expenses. Total of all expenses incurred	2022-12-31	$0
Benefits paid (including direct rollovers)	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$1,353
Total plan assets at beginning of year	2022-12-31	$1,350
Total contributions received or receivable from participants	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$3
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$3
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,353
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,350
Total contributions received or receivable from employer(s)	2022-12-31	$0
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$0
2021 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$10,223
Expenses. Total of all expenses incurred	2021-12-31	$110,928
Benefits paid (including direct rollovers)	2021-12-31	$110,390
Total plan assets at end of year	2021-12-31	$1,350
Total plan assets at beginning of year	2021-12-31	$102,055
Total contributions received or receivable from participants	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$538
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$10,223
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$-100,705
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,350
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$102,055
Total contributions received or receivable from employer(s)	2021-12-31	$0
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$3,167,545
Expenses. Total of all expenses incurred	2020-12-31	$7,074,195
Benefits paid (including direct rollovers)	2020-12-31	$7,071,053
Total plan assets at end of year	2020-12-31	$2,998,147
Total plan assets at beginning of year	2020-12-31	$6,904,797
Total contributions received or receivable from participants	2020-12-31	$0
Assets. Value of loans (other than to participants)	2020-12-31	$317,700
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$3,167,545
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$-3,906,650
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,998,147
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$6,904,797
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$225,000
Total contributions received or receivable from employer(s)	2020-12-31	$0
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$9
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,133
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$2,172,775
Expenses. Total of all expenses incurred	2019-12-31	$445,292
Benefits paid (including direct rollovers)	2019-12-31	$438,439
Total plan assets at end of year	2019-12-31	$6,904,246
Total plan assets at beginning of year	2019-12-31	$5,176,763
Total contributions received or receivable from participants	2019-12-31	$0
Assets. Value of loans (other than to participants)	2019-12-31	$317,700
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$2,051,775
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$1,727,483
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$6,904,246
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$5,176,763
Assets. Value of assets in partnership/joint-venture interests	2019-12-31	$225,000
Total contributions received or receivable from employer(s)	2019-12-31	$121,000
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$6,853
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$121,000
Amount contributed by the employer to the plan for this plan year	2019-12-31	$121,000
2018 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$-39,947
Expenses. Total of all expenses incurred	2018-12-31	$97,878
Benefits paid (including direct rollovers)	2018-12-31	$87,390
Total plan assets at end of year	2018-12-31	$5,176,763
Total plan assets at beginning of year	2018-12-31	$5,314,588
Total contributions received or receivable from participants	2018-12-31	$0
Assets. Value of loans (other than to participants)	2018-12-31	$317,700
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	$-179,057
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-137,825
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$5,176,763
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$5,314,588
Assets. Value of assets in partnership/joint-venture interests	2018-12-31	$225,000
Total contributions received or receivable from employer(s)	2018-12-31	$139,110
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	$10,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$139,110
Amount contributed by the employer to the plan for this plan year	2018-12-31	$139,110
2017 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$910,823
Expenses. Total of all expenses incurred	2017-12-31	$9,023
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$5,177,829
Total plan assets at beginning of year	2017-12-31	$4,276,029
Total contributions received or receivable from participants	2017-12-31	$0
Assets. Value of loans (other than to participants)	2017-12-31	$320,200
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$771,205
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$901,800
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$5,177,829
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$4,276,029
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$225,000
Total contributions received or receivable from employer(s)	2017-12-31	$139,618
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$9,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$139,618
Amount contributed by the employer to the plan for this plan year	2017-12-31	$139,618
2016 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$394,667
Expenses. Total of all expenses incurred	2016-12-31	$7,594
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$4,276,579
Total plan assets at beginning of year	2016-12-31	$3,889,506
Total contributions received or receivable from participants	2016-12-31	$0
Assets. Value of loans (other than to participants)	2016-12-31	$320,200
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$258,062
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$387,073
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$4,276,579
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,889,506
Assets. Value of assets in partnership/joint-venture interests	2016-12-31	$225,000
Total contributions received or receivable from employer(s)	2016-12-31	$136,605
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$7,594
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$136,605
Amount contributed by the employer to the plan for this plan year	2016-12-31	$136,605
2015 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$46,137
Expenses. Total of all expenses incurred	2015-12-31	$1,480,987
Benefits paid (including direct rollovers)	2015-12-31	$1,469,519
Total plan assets at end of year	2015-12-31	$3,889,506
Total plan assets at beginning of year	2015-12-31	$5,324,356
Total contributions received or receivable from participants	2015-12-31	$0
Assets. Value of loans (other than to participants)	2015-12-31	$325,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-89,464
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-1,434,850
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,889,506
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,324,356
Assets. Value of participant loans	2015-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2015-12-31	$225,000
Total contributions received or receivable from employer(s)	2015-12-31	$135,601
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$11,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$135,601
Amount contributed by the employer to the plan for this plan year	2015-12-31	$135,601
2014 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$639,179
Expenses. Total of all expenses incurred	2014-12-31	$27,107
Benefits paid (including direct rollovers)	2014-12-31	$14,543
Total plan assets at end of year	2014-12-31	$5,323,806
Total plan assets at beginning of year	2014-12-31	$4,711,734
Total contributions received or receivable from participants	2014-12-31	$0
Assets. Value of loans (other than to participants)	2014-12-31	$342,793
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$505,467
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$612,072
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,323,806
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,711,734
Assets. Value of participant loans	2014-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2014-12-31	$225,000
Total contributions received or receivable from employer(s)	2014-12-31	$133,712
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$133,712
Amount contributed by the employer to the plan for this plan year	2014-12-31	$133,712
2013 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$418,154
Expenses. Total of all expenses incurred	2013-12-31	$41,001
Benefits paid (including direct rollovers)	2013-12-31	$35,557
Total plan assets at end of year	2013-12-31	$4,711,734
Total plan assets at beginning of year	2013-12-31	$4,334,581
Total contributions received or receivable from participants	2013-12-31	$0
Assets. Value of loans (other than to participants)	2013-12-31	$361,059
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$291,035
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$377,153
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,711,734
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,334,581
Assets. Value of participant loans	2013-12-31	$50,000
Assets. Value of assets in partnership/joint-venture interests	2013-12-31	$225,000
Total contributions received or receivable from employer(s)	2013-12-31	$127,119
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,444
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$127,119
Amount contributed by the employer to the plan for this plan year	2013-12-31	$127,119
2012 : SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$418,344
Expenses. Total of all expenses incurred	2012-12-31	$54,334
Benefits paid (including direct rollovers)	2012-12-31	$54,334
Total plan assets at end of year	2012-12-31	$4,139,176
Total plan assets at beginning of year	2012-12-31	$3,775,166
Total contributions received or receivable from participants	2012-12-31	$0
Assets. Value of loans (other than to participants)	2012-12-31	$699,427
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	$291,025
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$364,010
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,139,176
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,775,166
Assets. Value of participant loans	2012-12-31	$50,000
Total contributions received or receivable from employer(s)	2012-12-31	$127,319
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
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN

2022: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 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	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SMITH & SUSSON, LLP MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH & SUSSON, LLP
Employer identification number (EIN):	330815661
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers