401k Plan data: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN plan

THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan Name	THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number	001

THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). The employer maintaining this ESOP is an S Corporation Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

PLANSMITH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: PLANSMITH CORPORATION

Employer identification number (EIN): 362852830

NAIC Classification: 519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ILENE DIETZ ILENE DIETZ 2018-07-30
001 2016-01-01 ILENE DIETZ ILENE DIETZ 2017-10-12
001 2015-01-01 ILENE DIETZ ILENE DIETZ 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ILENE DIETZ	ILENE DIETZ	2018-07-30
001	2016-01-01	ILENE DIETZ	ILENE DIETZ	2017-10-12
001	2015-01-01	ILENE DIETZ	ILENE DIETZ	2016-10-13

Plan Statistics for THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 32
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 5
Total of all active and inactive participants 2022-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 40
Number of participants with account balances 2022-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 33
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 41
Number of participants with account balances 2021-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 32
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 42
Number of participants with account balances 2020-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 42
Number of participants with account balances 2019-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 34
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 7
Total of all active and inactive participants 2018-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 41
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 33
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 3
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 36
Number of participants with account balances 2017-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
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 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 36
Number of participants with account balances 2016-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 31
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 3
Total of all active and inactive participants 2015-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 34
Number of participants with account balances 2015-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2022: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	32
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	5
Total of all active and inactive participants	2022-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	40
Number of participants with account balances	2022-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	33
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	41
Number of participants with account balances	2021-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	32
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	42
Number of participants with account balances	2020-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	42
Number of participants with account balances	2019-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	34
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	7
Total of all active and inactive participants	2018-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	41
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	33
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	3
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	36
Number of participants with account balances	2017-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
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	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	36
Number of participants with account balances	2016-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	31
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	3
Total of all active and inactive participants	2015-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	34
Number of participants with account balances	2015-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

Measure	Date	Value
2022 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total plan liabilities at beginning of year	2022-12-31	$21,249
Total income from all sources	2022-12-31	$299,768
Expenses. Total of all expenses incurred	2022-12-31	$19,254
Benefits paid (including direct rollovers)	2022-12-31	$19,254
Total plan assets at end of year	2022-12-31	$1,708,712
Total plan assets at beginning of year	2022-12-31	$1,449,447
Value of fidelity bond covering the plan	2022-12-31	$375,000
Other income received	2022-12-31	$162,846
Net income (gross income less expenses)	2022-12-31	$280,514
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,708,712
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,428,198
Assets. Value of employer securities	2022-12-31	$1,607,262
Total contributions received or receivable from employer(s)	2022-12-31	$136,922
2021 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$21,249
Total plan liabilities at beginning of year	2021-12-31	$941
Total income from all sources	2021-12-31	$262,204
Expenses. Total of all expenses incurred	2021-12-31	$38,961
Benefits paid (including direct rollovers)	2021-12-31	$38,961
Total plan assets at end of year	2021-12-31	$1,449,447
Total plan assets at beginning of year	2021-12-31	$1,205,896
Value of fidelity bond covering the plan	2021-12-31	$375,000
Other income received	2021-12-31	$134,611
Net income (gross income less expenses)	2021-12-31	$223,243
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,428,198
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,204,955
Assets. Value of employer securities	2021-12-31	$1,365,034
Total contributions received or receivable from employer(s)	2021-12-31	$127,593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$941
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$205,123
Expenses. Total of all expenses incurred	2020-12-31	$9,182
Benefits paid (including direct rollovers)	2020-12-31	$9,182
Total plan assets at end of year	2020-12-31	$1,205,896
Total plan assets at beginning of year	2020-12-31	$1,009,014
Value of fidelity bond covering the plan	2020-12-31	$375,000
Other income received	2020-12-31	$86,309
Net income (gross income less expenses)	2020-12-31	$195,941
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,204,955
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,009,014
Assets. Value of employer securities	2020-12-31	$1,165,309
Total contributions received or receivable from employer(s)	2020-12-31	$118,814
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$370,437
Expenses. Total of all expenses incurred	2019-12-31	$13,919
Benefits paid (including direct rollovers)	2019-12-31	$13,919
Total plan assets at end of year	2019-12-31	$1,009,014
Total plan assets at beginning of year	2019-12-31	$652,496
Value of fidelity bond covering the plan	2019-12-31	$375,000
Other income received	2019-12-31	$81,489
Net income (gross income less expenses)	2019-12-31	$356,518
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,009,014
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$652,496
Assets. Value of employer securities	2019-12-31	$978,385
Total contributions received or receivable from employer(s)	2019-12-31	$288,948
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$190,725
Expenses. Total of all expenses incurred	2018-12-31	$1,324
Benefits paid (including direct rollovers)	2018-12-31	$1,324
Total plan assets at end of year	2018-12-31	$652,496
Total plan assets at beginning of year	2018-12-31	$463,095
Value of fidelity bond covering the plan	2018-12-31	$265,000
Other income received	2018-12-31	$59,626
Net income (gross income less expenses)	2018-12-31	$189,401
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$652,496
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$463,095
Assets. Value of employer securities	2018-12-31	$644,376
Total contributions received or receivable from employer(s)	2018-12-31	$131,099
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$188,802
Expenses. Total of all expenses incurred	2017-12-31	$769
Benefits paid (including direct rollovers)	2017-12-31	$769
Total plan assets at end of year	2017-12-31	$463,095
Total plan assets at beginning of year	2017-12-31	$275,062
Value of fidelity bond covering the plan	2017-12-31	$265,000
Other income received	2017-12-31	$-44,241
Net income (gross income less expenses)	2017-12-31	$188,033
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$463,095
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$275,062
Assets. Value of employer securities	2017-12-31	$453,651
Total contributions received or receivable from employer(s)	2017-12-31	$233,043
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$131,756
Expenses. Total of all expenses incurred	2016-12-31	$3,221
Benefits paid (including direct rollovers)	2016-12-31	$3,201
Total plan assets at end of year	2016-12-31	$275,062
Total plan assets at beginning of year	2016-12-31	$146,527
Value of fidelity bond covering the plan	2016-12-31	$265,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$20
Other income received	2016-12-31	$5,412
Net income (gross income less expenses)	2016-12-31	$128,535
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$275,062
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$146,527
Assets. Value of employer securities	2016-12-31	$264,849
Total contributions received or receivable from employer(s)	2016-12-31	$126,344
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$146,527
Expenses. Total of all expenses incurred	2015-12-31	$0
Total plan assets at end of year	2015-12-31	$146,527
Total plan assets at beginning of year	2015-12-31	$0
Other income received	2015-12-31	$16,347
Net income (gross income less expenses)	2015-12-31	$146,527
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$146,527
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Assets. Value of employer securities	2015-12-31	$141,227
Total contributions received or receivable from employer(s)	2015-12-31	$130,180

Form 5500 Responses for THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

2022: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP 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	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: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP 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 PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 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: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 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: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN 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: THE PLANSMITH CORPORATION EMPLOYEE STOCK OWNERSHIP 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	Submission has been amended	No
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

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Company Name:	PLANSMITH CORPORATION
Employer identification number (EIN):	362852830
NAIC Classification:	519100