401k Plan data: THE SMB GROUP RETIREMENT PLAN plan

THE SMB GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	THE SMB GROUP RETIREMENT PLAN
Plan identification number	001

THE SMB GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
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.

401k Sponsoring company profile

THE SMB GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE SMB GROUP, INC.

Employer identification number (EIN): 352520726

NAIC Classification: 531390
NAIC Description: Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SMB GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01 STEVEN JOLLES
001 2017-01-01 STEVEN JOLLES
001 2016-01-01 STEVEN JOLLES
001 2015-01-01 STEVEN JOLLES

Plan Statistics for THE SMB GROUP RETIREMENT PLAN

401k plan membership statisitcs for THE SMB GROUP RETIREMENT PLAN

Measure Date Value
2020: THE SMB GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
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 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
2019: THE SMB GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
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 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE SMB GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1
Total of all active and inactive participants 2018-01-01 1
Total participants 2018-01-01 1
Number of participants with account balances 2018-01-01 1
2017: THE SMB GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1
Total of all active and inactive participants 2017-01-01 1
Total participants 2017-01-01 1
Number of participants with account balances 2017-01-01 1
2016: THE SMB GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1
Total of all active and inactive participants 2016-01-01 1
Total participants 2016-01-01 1
Number of participants with account balances 2016-01-01 1
2015: THE SMB GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1
Total of all active and inactive participants 2015-01-01 1
Total participants 2015-01-01 1
Number of participants with account balances 2015-01-01 1

Measure	Date	Value
2020: THE SMB GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
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	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
2019: THE SMB GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
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	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE SMB GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1
Total of all active and inactive participants	2018-01-01	1
Total participants	2018-01-01	1
Number of participants with account balances	2018-01-01	1
2017: THE SMB GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1
Total of all active and inactive participants	2017-01-01	1
Total participants	2017-01-01	1
Number of participants with account balances	2017-01-01	1
2016: THE SMB GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1
Total of all active and inactive participants	2016-01-01	1
Total participants	2016-01-01	1
Number of participants with account balances	2016-01-01	1
2015: THE SMB GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1
Total of all active and inactive participants	2015-01-01	1
Total participants	2015-01-01	1
Number of participants with account balances	2015-01-01	1

Financial Data on THE SMB GROUP RETIREMENT PLAN

Measure	Date	Value
2020 : THE SMB GROUP RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-200,792
Expenses. Total of all expenses incurred	2020-12-31	$23,344
Benefits paid (including direct rollovers)	2020-12-31	$23,344
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$224,136
Other income received	2020-12-31	$-200,792
Net income (gross income less expenses)	2020-12-31	$-224,136
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$224,136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE SMB GROUP RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-47,461
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$224,136
Total plan assets at beginning of year	2019-12-31	$271,597
Other income received	2019-12-31	$-47,461
Net income (gross income less expenses)	2019-12-31	$-47,461
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$224,136
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$271,597
Assets. Value of employer securities	2019-12-31	$173,454
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE SMB GROUP RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$110,011
Total plan assets at end of year	2018-12-31	$271,597
Total plan assets at beginning of year	2018-12-31	$161,586
Other income received	2018-12-31	$110,011
Net income (gross income less expenses)	2018-12-31	$110,011
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$271,597
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$161,586
Assets. Value of employer securities	2018-12-31	$220,953
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	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2017 : THE SMB GROUP RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$-180,269
Total plan assets at end of year	2017-12-31	$161,586
Total plan assets at beginning of year	2017-12-31	$341,855
Other income received	2017-12-31	$-180,269
Net income (gross income less expenses)	2017-12-31	$-180,269
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$161,586
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$341,855
Assets. Value of employer securities	2017-12-31	$110,983
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	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
2016 : THE SMB GROUP RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$109,404
Total plan assets at end of year	2016-12-31	$341,855
Total plan assets at beginning of year	2016-12-31	$232,451
Other income received	2016-12-31	$109,404
Net income (gross income less expenses)	2016-12-31	$109,404
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$341,855
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$232,451
Assets. Value of employer securities	2016-12-31	$241,303
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	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
2015 : THE SMB GROUP RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$15,151
Total plan assets at end of year	2015-12-31	$232,451
Total plan assets at beginning of year	2015-12-31	$217,300
Other income received	2015-12-31	$15,151
Net income (gross income less expenses)	2015-12-31	$15,151
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$232,451
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$217,300
Assets. Value of employer securities	2015-12-31	$132,000
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	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0

Form 5500 Responses for THE SMB GROUP RETIREMENT PLAN

2020: THE SMB GROUP RETIREMENT PLAN 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	Yes
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: THE SMB GROUP RETIREMENT PLAN 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: THE SMB GROUP RETIREMENT 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: THE SMB GROUP RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE SMB GROUP RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: THE SMB GROUP RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	First time form 5500 has been submitted	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

THE SMB HELP DESK RETIREMENT & 401(K) PLAN [EIN = 273160634]

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Company Name:	THE SMB GROUP, INC.
Employer identification number (EIN):	352520726
NAIC Classification:	531390
NAIC Description:	Other Activities Related to Real Estate