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WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 401k Plan overview

Plan NameWILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST
Plan identification number 002

WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

WILLIAM J. SMOLLEN, M.D., LTD. has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM J. SMOLLEN, M.D., LTD.
Employer identification number (EIN):391127002
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01WILLIAM J. SMOLLEN
0022021-01-01
0022021-01-01WILLIAM J. SMOLLEN
0022020-01-01
0022019-01-01
0022018-01-01WILLIAM J. SMOLLEN
0022017-01-01WILLIAM J. SMOLLEN
0022016-01-01WILLIAM J. SMOLLEN
0022015-01-01WILLIAM J. SMOLLEN
0022014-01-01WILLIAM J. SMOLLEN
0022013-01-01WILLIAM J. SMOLLEN
0022012-01-01WILLIAM J. SMOLLEN
0022011-01-01WILLIAM J SMOLLEN
0022010-01-01WILLIAM J SMOLLEN
0022009-01-01WILLIAM J SMOLLEN

Financial Data on WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST

Measure Date Value
2022 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$17,000
Total income from all sources2022-12-31$-85,935
Expenses. Total of all expenses incurred2022-12-31$851,815
Benefits paid (including direct rollovers)2022-12-31$712,163
Total plan assets at end of year2022-12-31$0
Total plan assets at beginning of year2022-12-31$954,750
Expenses. Other expenses not covered elsewhere2022-12-31$139,652
Other income received2022-12-31$-85,935
Net income (gross income less expenses)2022-12-31$-937,750
Net plan assets at end of year (total assets less liabilities)2022-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$937,750
2021 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$17,000
Total plan liabilities at beginning of year2021-12-31$17,000
Total income from all sources2021-12-31$96,803
Expenses. Total of all expenses incurred2021-12-31$126,706
Benefits paid (including direct rollovers)2021-12-31$106,958
Total plan assets at end of year2021-12-31$954,750
Total plan assets at beginning of year2021-12-31$984,653
Expenses. Other expenses not covered elsewhere2021-12-31$19,748
Other income received2021-12-31$96,803
Net income (gross income less expenses)2021-12-31$-29,903
Net plan assets at end of year (total assets less liabilities)2021-12-31$937,750
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$967,653
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$17,000
Total plan liabilities at beginning of year2020-12-31$17,000
Total income from all sources2020-12-31$68,413
Expenses. Total of all expenses incurred2020-12-31$101,635
Benefits paid (including direct rollovers)2020-12-31$59,000
Total plan assets at end of year2020-12-31$984,653
Total plan assets at beginning of year2020-12-31$1,017,875
Expenses. Other expenses not covered elsewhere2020-12-31$42,635
Other income received2020-12-31$68,413
Net income (gross income less expenses)2020-12-31$-33,222
Net plan assets at end of year (total assets less liabilities)2020-12-31$967,653
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,000,875
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$17,000
Total income from all sources2019-12-31$168,876
Expenses. Total of all expenses incurred2019-12-31$125,125
Benefits paid (including direct rollovers)2019-12-31$95,100
Total plan assets at end of year2019-12-31$1,017,875
Total plan assets at beginning of year2019-12-31$957,124
Expenses. Other expenses not covered elsewhere2019-12-31$30,025
Other income received2019-12-31$168,876
Net income (gross income less expenses)2019-12-31$43,751
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,000,875
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$957,124
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$5,010
Expenses. Total of all expenses incurred2018-12-31$134,941
Benefits paid (including direct rollovers)2018-12-31$102,000
Total plan assets at end of year2018-12-31$957,124
Total plan assets at beginning of year2018-12-31$1,087,055
Expenses. Other expenses not covered elsewhere2018-12-31$32,941
Other income received2018-12-31$5,010
Net income (gross income less expenses)2018-12-31$-129,931
Net plan assets at end of year (total assets less liabilities)2018-12-31$957,124
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,087,055
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$139,635
Expenses. Total of all expenses incurred2017-12-31$154,484
Benefits paid (including direct rollovers)2017-12-31$125,000
Total plan assets at end of year2017-12-31$1,087,055
Total plan assets at beginning of year2017-12-31$1,101,904
Expenses. Other expenses not covered elsewhere2017-12-31$29,484
Other income received2017-12-31$139,635
Net income (gross income less expenses)2017-12-31$-14,849
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,087,055
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,101,904
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$107,991
Expenses. Total of all expenses incurred2016-12-31$152,240
Benefits paid (including direct rollovers)2016-12-31$123,690
Total plan assets at end of year2016-12-31$1,101,904
Total plan assets at beginning of year2016-12-31$1,146,153
Expenses. Other expenses not covered elsewhere2016-12-31$28,550
Other income received2016-12-31$107,991
Net income (gross income less expenses)2016-12-31$-44,249
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,101,904
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,146,153
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$-4,044
Expenses. Total of all expenses incurred2015-12-31$199,953
Benefits paid (including direct rollovers)2015-12-31$170,000
Total plan assets at end of year2015-12-31$1,146,153
Total plan assets at beginning of year2015-12-31$1,350,150
Expenses. Other expenses not covered elsewhere2015-12-31$29,953
Other income received2015-12-31$-4,044
Net income (gross income less expenses)2015-12-31$-203,997
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,146,153
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,350,150
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$84,035
Expenses. Total of all expenses incurred2014-12-31$163,502
Benefits paid (including direct rollovers)2014-12-31$140,000
Total plan assets at end of year2014-12-31$1,350,150
Total plan assets at beginning of year2014-12-31$1,429,617
Expenses. Other expenses not covered elsewhere2014-12-31$23,502
Other income received2014-12-31$84,035
Net income (gross income less expenses)2014-12-31$-79,467
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,350,150
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,429,617
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
2013 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$75,653
Expenses. Total of all expenses incurred2013-12-31$203,494
Benefits paid (including direct rollovers)2013-12-31$180,000
Total plan assets at end of year2013-12-31$1,429,617
Total plan assets at beginning of year2013-12-31$1,557,458
Expenses. Other expenses not covered elsewhere2013-12-31$23,494
Other income received2013-12-31$75,653
Net income (gross income less expenses)2013-12-31$-127,841
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,429,617
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,557,458
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$-2,447
Expenses. Total of all expenses incurred2012-12-31$224,692
Benefits paid (including direct rollovers)2012-12-31$200,000
Total plan assets at end of year2012-12-31$1,557,458
Total plan assets at beginning of year2012-12-31$1,784,597
Expenses. Other expenses not covered elsewhere2012-12-31$24,692
Other income received2012-12-31$-2,447
Net income (gross income less expenses)2012-12-31$-227,139
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,557,458
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,784,597
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$126,075
Expenses. Total of all expenses incurred2011-12-31$236,683
Benefits paid (including direct rollovers)2011-12-31$203,000
Total plan assets at end of year2011-12-31$1,784,597
Total plan assets at beginning of year2011-12-31$1,895,205
Value of fidelity bond covering the plan2011-12-31$180,000
Expenses. Other expenses not covered elsewhere2011-12-31$33,683
Other income received2011-12-31$126,075
Net income (gross income less expenses)2011-12-31$-110,608
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,784,597
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,895,205
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources2010-12-31$217,463
Expenses. Total of all expenses incurred2010-12-31$245,521
Benefits paid (including direct rollovers)2010-12-31$216,000
Total plan assets at end of year2010-12-31$1,895,205
Total plan assets at beginning of year2010-12-31$1,923,263
Expenses. Other expenses not covered elsewhere2010-12-31$29,521
Other income received2010-12-31$217,463
Net income (gross income less expenses)2010-12-31$-28,058
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,895,205
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,923,263
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST

2022: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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