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ROBERT J. SMITH FHS, INC., I-401K PSP 401k Plan overview

Plan NameROBERT J. SMITH FHS, INC., I-401K PSP
Plan identification number 002

ROBERT J. SMITH FHS, INC., I-401K PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERT J. SMITH FHS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT J. SMITH FHS, INC.
Employer identification number (EIN):363130010
NAIC Classification:812210
NAIC Description:Funeral Homes and Funeral Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT J. SMITH FHS, INC., I-401K PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01SHIRLEY HORNER2023-06-24
0022021-01-01NICK RICE2022-07-29
0022020-01-01SHIRLEY HORNER2021-07-21
0022019-01-01ROBERT J SMITH JR2020-04-04 ROBERT J SMITH JR2020-04-04
0022019-01-01JAY SMITH2020-07-16
0022018-01-01JAY SMITH2019-07-23
0022018-01-01ROBERT J SMITH JR2020-04-04 ROBERT J SMITH JR2020-04-04
0022017-01-01ROBERT SMITH ROBERT SMITH2018-07-16
0022016-01-01ROBERT J SMITH JR
0022015-01-01ROBERT J SMITH JR
0022014-01-01ROBERT J SMITH JR
0022013-01-01ROBERT J SMITH JR
0022012-01-01ROBERT SMITH JR
0022011-01-01ROBERT SMITH JR
0022009-01-01ROBERT SMITH JR ROBERT J SMITH JR2010-08-17
0022008-01-01ROBERT SMITH JR ROBERT J SMITH JR2010-08-17

Plan Statistics for ROBERT J. SMITH FHS, INC., I-401K PSP

401k plan membership statisitcs for ROBERT J. SMITH FHS, INC., I-401K PSP

Measure Date Value
2017: ROBERT J. SMITH FHS, INC., I-401K PSP 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-017
Number of participants with account balances2017-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT J. SMITH FHS, INC., I-401K PSP 2016 401k membership
Total participants, beginning-of-year2016-01-019
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-018
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT J. SMITH FHS, INC., I-401K PSP 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-019
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT J. SMITH FHS, INC., I-401K PSP 2014 401k membership
Total participants, beginning-of-year2014-01-017
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-019
Number of participants with account balances2014-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT J. SMITH FHS, INC., I-401K PSP 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-017
Number of participants with account balances2013-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT J. SMITH FHS, INC., I-401K PSP 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT J. SMITH FHS, INC., I-401K PSP 2011 401k membership
Total participants, beginning-of-year2011-01-018
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-011
2009: ROBERT J. SMITH FHS, INC., I-401K PSP 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-016
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-018
Number of participants with account balances2009-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011
2008: ROBERT J. SMITH FHS, INC., I-401K PSP 2008 401k membership
Total participants, beginning-of-year2008-01-018
Total number of active participants reported on line 7a of the Form 55002008-01-016
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-012
Total of all active and inactive participants2008-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-018
Number of participants with account balances2008-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
Number of employers contributing to the scheme2008-01-011

Financial Data on ROBERT J. SMITH FHS, INC., I-401K PSP

Measure Date Value
2017 : ROBERT J. SMITH FHS, INC., I-401K PSP 2017 401k financial data
Total income from all sources2017-12-31$215,056
Expenses. Total of all expenses incurred2017-12-31$10,240
Benefits paid (including direct rollovers)2017-12-31$6,374
Total plan assets at end of year2017-12-31$999,659
Total plan assets at beginning of year2017-12-31$794,843
Total contributions received or receivable from participants2017-12-31$33,740
Other income received2017-12-31$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 loans2017-12-31$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 securities2017-12-31$0
2016 : ROBERT J. SMITH FHS, INC., I-401K PSP 2016 401k financial data
Total income from all sources2016-12-31$102,642
Expenses. Total of all expenses incurred2016-12-31$15,071
Benefits paid (including direct rollovers)2016-12-31$11,618
Total plan assets at end of year2016-12-31$794,843
Total plan assets at beginning of year2016-12-31$707,272
Total contributions received or receivable from participants2016-12-31$33,450
Other income received2016-12-31$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 loans2016-12-31$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 securities2016-12-31$0
2015 : ROBERT J. SMITH FHS, INC., I-401K PSP 2015 401k financial data
Total income from all sources2015-12-31$54,389
Expenses. Total of all expenses incurred2015-12-31$4,517
Benefits paid (including direct rollovers)2015-12-31$1,168
Total plan assets at end of year2015-12-31$707,272
Total plan assets at beginning of year2015-12-31$657,400
Total contributions received or receivable from participants2015-12-31$36,377
Other income received2015-12-31$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 loans2015-12-31$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 securities2015-12-31$0
2014 : ROBERT J. SMITH FHS, INC., I-401K PSP 2014 401k financial data
Total income from all sources2014-12-31$98,718
Expenses. Total of all expenses incurred2014-12-31$4,549
Benefits paid (including direct rollovers)2014-12-31$1,184
Total plan assets at end of year2014-12-31$657,400
Total plan assets at beginning of year2014-12-31$563,231
Total contributions received or receivable from participants2014-12-31$37,069
Other income received2014-12-31$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 loans2014-12-31$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 securities2014-12-31$0
2013 : ROBERT J. SMITH FHS, INC., I-401K PSP 2013 401k financial data
Total income from all sources2013-12-31$161,949
Expenses. Total of all expenses incurred2013-12-31$9,963
Benefits paid (including direct rollovers)2013-12-31$7,068
Total plan assets at end of year2013-12-31$563,231
Total plan assets at beginning of year2013-12-31$411,245
Total contributions received or receivable from participants2013-12-31$34,765
Other income received2013-12-31$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 loans2013-12-31$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 securities2013-12-31$0
2012 : ROBERT J. SMITH FHS, INC., I-401K PSP 2012 401k financial data
Total income from all sources2012-12-31$103,072
Expenses. Total of all expenses incurred2012-12-31$39,070
Benefits paid (including direct rollovers)2012-12-31$36,469
Total plan assets at end of year2012-12-31$411,245
Total plan assets at beginning of year2012-12-31$347,243
Total contributions received or receivable from participants2012-12-31$31,564
Other income received2012-12-31$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 loans2012-12-31$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 securities2012-12-31$0
2011 : ROBERT J. SMITH FHS, INC., I-401K PSP 2011 401k financial data
Total income from all sources2011-12-31$29,968
Expenses. Total of all expenses incurred2011-12-31$3,399
Benefits paid (including direct rollovers)2011-12-31$949
Total plan assets at end of year2011-12-31$347,243
Total plan assets at beginning of year2011-12-31$320,674
Total contributions received or receivable from participants2011-12-31$31,006
Other income received2011-12-31$-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 loans2011-12-31$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 securities2011-12-31$0
2010 : ROBERT J. SMITH FHS, INC., I-401K PSP 2010 401k financial data
Total income from all sources2010-12-31$55,867
Expenses. Total of all expenses incurred2010-12-31$3,246
Benefits paid (including direct rollovers)2010-12-31$863
Total plan assets at end of year2010-12-31$320,674
Total plan assets at beginning of year2010-12-31$268,053
Total contributions received or receivable from participants2010-12-31$10,124
Other income received2010-12-31$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 loans2010-12-31$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 securities2010-12-31$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 securities2008-12-31$0

Form 5500 Responses for ROBERT J. SMITH FHS, INC., I-401K PSP

2017: ROBERT J. SMITH FHS, INC., I-401K PSP 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT J. SMITH FHS, INC., I-401K PSP 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT J. SMITH FHS, INC., I-401K PSP 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT J. SMITH FHS, INC., I-401K PSP 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT J. SMITH FHS, INC., I-401K PSP 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT J. SMITH FHS, INC., I-401K PSP 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT J. SMITH FHS, INC., I-401K PSP 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT J. SMITH FHS, INC., I-401K PSP 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: ROBERT J. SMITH FHS, INC., I-401K PSP 2008 form 5500 responses
2008-01-01Type of plan entityMulti-employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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