ROBERT J. SMITH FHS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ROBERT J. SMITH FHS, INC., I-401K PSP
| Measure | Date | Value |
|---|
| 2025 : ROBERT J. SMITH FHS, INC., I-401K PSP 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-04 | 44850 |
| Net assets as of the end of the plan year | 2025-07-04 | 1797718 |
| Total assets as of the beginning of the plan year | 2025-07-04 | 1582521 |
| Value of plan covered by a fidelity bond | 2025-07-04 | 159000 |
| Participant contributions to plan in this plan year | 2025-07-04 | 65362 |
| Value of participant loans at end of plan year | 2025-07-04 | 0 |
| Other income to plan in this plan year | 2025-07-04 | 168649 |
| Plan net income in this plan year | 2025-07-04 | 215197 |
| Net assets as of the end of the plan year | 2025-07-04 | 1797718 |
| Net assets as of the beginning of the plan year | 2025-07-04 | 1582521 |
| Employer contributions to plan in this plan year | 2025-07-04 | 26036 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-04 | 12090 |
| 2024 : ROBERT J. SMITH FHS, INC., I-401K PSP 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-06-20 | 39160 |
| Net assets as of the end of the plan year | 2024-06-20 | 1582521 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 1341521 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 135000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 53046 |
| Value of participant loans at end of plan year | 2024-06-20 | 0 |
| Other income to plan in this plan year | 2024-06-20 | 203469 |
| Plan net income in this plan year | 2024-06-20 | 241000 |
| Net assets as of the end of the plan year | 2024-06-20 | 1582521 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 1341521 |
| Employer contributions to plan in this plan year | 2024-06-20 | 23645 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 9917 |
| 2017 : ROBERT J. SMITH FHS, INC., I-401K PSP 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $215,056 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $10,240 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $6,374 |
| Total plan assets at end of year | 2017-12-31 | $999,659 |
| Total plan assets at beginning of year | 2017-12-31 | $794,843 |
| Total contributions received or receivable from participants | 2017-12-31 | $33,740 |
| Other income received | 2017-12-31 | $166,291 |
| Net income (gross income less expenses) | 2017-12-31 | $204,816 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $999,659 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $794,843 |
| Assets. Value of participant loans | 2017-12-31 | $18,208 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $15,025 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,866 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : ROBERT J. SMITH FHS, INC., I-401K PSP 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $102,642 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $15,071 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $11,618 |
| Total plan assets at end of year | 2016-12-31 | $794,843 |
| Total plan assets at beginning of year | 2016-12-31 | $707,272 |
| Total contributions received or receivable from participants | 2016-12-31 | $33,450 |
| Other income received | 2016-12-31 | $54,404 |
| Net income (gross income less expenses) | 2016-12-31 | $87,571 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $794,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $707,272 |
| Assets. Value of participant loans | 2016-12-31 | $32,513 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,788 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $3,453 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : ROBERT J. SMITH FHS, INC., I-401K PSP 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $54,389 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $4,517 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,168 |
| Total plan assets at end of year | 2015-12-31 | $707,272 |
| Total plan assets at beginning of year | 2015-12-31 | $657,400 |
| Total contributions received or receivable from participants | 2015-12-31 | $36,377 |
| Other income received | 2015-12-31 | $385 |
| Net income (gross income less expenses) | 2015-12-31 | $49,872 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $707,272 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $657,400 |
| Assets. Value of participant loans | 2015-12-31 | $24,353 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,627 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,349 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : ROBERT J. SMITH FHS, INC., I-401K PSP 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $98,718 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,549 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,184 |
| Total plan assets at end of year | 2014-12-31 | $657,400 |
| Total plan assets at beginning of year | 2014-12-31 | $563,231 |
| Total contributions received or receivable from participants | 2014-12-31 | $37,069 |
| Other income received | 2014-12-31 | $30,461 |
| Net income (gross income less expenses) | 2014-12-31 | $94,169 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $657,400 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $563,231 |
| Assets. Value of participant loans | 2014-12-31 | $34,682 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $31,188 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,365 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : ROBERT J. SMITH FHS, INC., I-401K PSP 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $161,949 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $9,963 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $7,068 |
| Total plan assets at end of year | 2013-12-31 | $563,231 |
| Total plan assets at beginning of year | 2013-12-31 | $411,245 |
| Total contributions received or receivable from participants | 2013-12-31 | $34,765 |
| Other income received | 2013-12-31 | $110,409 |
| Net income (gross income less expenses) | 2013-12-31 | $151,986 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $563,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $411,245 |
| Assets. Value of participant loans | 2013-12-31 | $4,679 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,775 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,895 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : ROBERT J. SMITH FHS, INC., I-401K PSP 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $103,072 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $39,070 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $36,469 |
| Total plan assets at end of year | 2012-12-31 | $411,245 |
| Total plan assets at beginning of year | 2012-12-31 | $347,243 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,564 |
| Other income received | 2012-12-31 | $56,892 |
| Net income (gross income less expenses) | 2012-12-31 | $64,002 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $411,245 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $347,243 |
| Assets. Value of participant loans | 2012-12-31 | $9,565 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,616 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,601 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : ROBERT J. SMITH FHS, INC., I-401K PSP 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $29,968 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $3,399 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $949 |
| Total plan assets at end of year | 2011-12-31 | $347,243 |
| Total plan assets at beginning of year | 2011-12-31 | $320,674 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,006 |
| Other income received | 2011-12-31 | $-15,491 |
| Net income (gross income less expenses) | 2011-12-31 | $26,569 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $347,243 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $320,674 |
| Assets. Value of participant loans | 2011-12-31 | $14,155 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $14,453 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,450 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : ROBERT J. SMITH FHS, INC., I-401K PSP 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $55,867 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $3,246 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $863 |
| Total plan assets at end of year | 2010-12-31 | $320,674 |
| Total plan assets at beginning of year | 2010-12-31 | $268,053 |
| Total contributions received or receivable from participants | 2010-12-31 | $10,124 |
| Other income received | 2010-12-31 | $37,509 |
| Net income (gross income less expenses) | 2010-12-31 | $52,621 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $320,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $268,053 |
| Assets. Value of participant loans | 2010-12-31 | $18,526 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $8,234 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $2,383 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2008 : ROBERT J. SMITH FHS, INC., I-401K PSP 2008 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |
| 2017: ROBERT J. SMITH FHS, INC., I-401K PSP 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 | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ROBERT J. SMITH FHS, INC., I-401K PSP 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 | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ROBERT J. SMITH FHS, INC., I-401K PSP 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 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 | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ROBERT J. SMITH FHS, INC., I-401K PSP 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | 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 | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ROBERT J. SMITH FHS, INC., I-401K PSP 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ROBERT J. SMITH FHS, INC., I-401K PSP 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 | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ROBERT J. SMITH FHS, INC., I-401K PSP 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-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 | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: ROBERT J. SMITH FHS, INC., I-401K PSP 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2008: ROBERT J. SMITH FHS, INC., I-401K PSP 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Multi-employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | Yes |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
