401k Plan data: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST plan

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

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

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

401k Plan Type	Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 WILLIAM J. SMOLLEN
002 2017-01-01 WILLIAM J. SMOLLEN
002 2016-01-01 WILLIAM J. SMOLLEN
002 2015-01-01 WILLIAM J. SMOLLEN
002 2014-01-01 WILLIAM J. SMOLLEN
002 2013-01-01 WILLIAM J. SMOLLEN
002 2012-01-01 WILLIAM J. SMOLLEN
002 2011-01-01 WILLIAM J SMOLLEN
002 2010-01-01 WILLIAM J SMOLLEN
002 2009-01-01 WILLIAM J SMOLLEN

Plan Statistics for WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST

401k plan membership statisitcs for WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST

Measure Date Value
2022: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2
Total of all active and inactive participants 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
2021: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Total of all active and inactive participants 2021-01-01 2
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 2
2020: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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 2
Total of all active and inactive participants 2020-01-01 2
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 2
2019: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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 2
Total of all active and inactive participants 2019-01-01 2
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
2018: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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 2
Total of all active and inactive participants 2018-01-01 2
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
2017: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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 2
Total of all active and inactive participants 2017-01-01 2
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
2016: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
2015: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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 2
Total of all active and inactive participants 2015-01-01 2
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
2014: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
2013: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Total of all active and inactive participants 2013-01-01 2
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
2012: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Total of all active and inactive participants 2012-01-01 2
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
2011: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
2010: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
2009: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2

Measure	Date	Value
2022: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2
Total of all active and inactive participants	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
2021: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Total of all active and inactive participants	2021-01-01	2
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	2
2020: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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	2
Total of all active and inactive participants	2020-01-01	2
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	2
2019: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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	2
Total of all active and inactive participants	2019-01-01	2
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
2018: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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	2
Total of all active and inactive participants	2018-01-01	2
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
2017: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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	2
Total of all active and inactive participants	2017-01-01	2
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
2016: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
2015: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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	2
Total of all active and inactive participants	2015-01-01	2
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
2014: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
2013: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Total of all active and inactive participants	2013-01-01	2
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
2012: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Total of all active and inactive participants	2012-01-01	2
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
2011: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
2010: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
2009: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2

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 year	2022-12-31	$17,000
Total income from all sources	2022-12-31	$-85,935
Expenses. Total of all expenses incurred	2022-12-31	$851,815
Benefits paid (including direct rollovers)	2022-12-31	$712,163
Total plan assets at end of year	2022-12-31	$0
Total plan assets at beginning of year	2022-12-31	$954,750
Expenses. Other expenses not covered elsewhere	2022-12-31	$139,652
Other income received	2022-12-31	$-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 year	2021-12-31	$17,000
Total plan liabilities at beginning of year	2021-12-31	$17,000
Total income from all sources	2021-12-31	$96,803
Expenses. Total of all expenses incurred	2021-12-31	$126,706
Benefits paid (including direct rollovers)	2021-12-31	$106,958
Total plan assets at end of year	2021-12-31	$954,750
Total plan assets at beginning of year	2021-12-31	$984,653
Expenses. Other expenses not covered elsewhere	2021-12-31	$19,748
Other income received	2021-12-31	$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 year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
2020 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$17,000
Total plan liabilities at beginning of year	2020-12-31	$17,000
Total income from all sources	2020-12-31	$68,413
Expenses. Total of all expenses incurred	2020-12-31	$101,635
Benefits paid (including direct rollovers)	2020-12-31	$59,000
Total plan assets at end of year	2020-12-31	$984,653
Total plan assets at beginning of year	2020-12-31	$1,017,875
Expenses. Other expenses not covered elsewhere	2020-12-31	$42,635
Other income received	2020-12-31	$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 year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
2019 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$17,000
Total income from all sources	2019-12-31	$168,876
Expenses. Total of all expenses incurred	2019-12-31	$125,125
Benefits paid (including direct rollovers)	2019-12-31	$95,100
Total plan assets at end of year	2019-12-31	$1,017,875
Total plan assets at beginning of year	2019-12-31	$957,124
Expenses. Other expenses not covered elsewhere	2019-12-31	$30,025
Other income received	2019-12-31	$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 year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
2018 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$5,010
Expenses. Total of all expenses incurred	2018-12-31	$134,941
Benefits paid (including direct rollovers)	2018-12-31	$102,000
Total plan assets at end of year	2018-12-31	$957,124
Total plan assets at beginning of year	2018-12-31	$1,087,055
Expenses. Other expenses not covered elsewhere	2018-12-31	$32,941
Other income received	2018-12-31	$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 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 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$139,635
Expenses. Total of all expenses incurred	2017-12-31	$154,484
Benefits paid (including direct rollovers)	2017-12-31	$125,000
Total plan assets at end of year	2017-12-31	$1,087,055
Total plan assets at beginning of year	2017-12-31	$1,101,904
Expenses. Other expenses not covered elsewhere	2017-12-31	$29,484
Other income received	2017-12-31	$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 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 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$107,991
Expenses. Total of all expenses incurred	2016-12-31	$152,240
Benefits paid (including direct rollovers)	2016-12-31	$123,690
Total plan assets at end of year	2016-12-31	$1,101,904
Total plan assets at beginning of year	2016-12-31	$1,146,153
Expenses. Other expenses not covered elsewhere	2016-12-31	$28,550
Other income received	2016-12-31	$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 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 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-4,044
Expenses. Total of all expenses incurred	2015-12-31	$199,953
Benefits paid (including direct rollovers)	2015-12-31	$170,000
Total plan assets at end of year	2015-12-31	$1,146,153
Total plan assets at beginning of year	2015-12-31	$1,350,150
Expenses. Other expenses not covered elsewhere	2015-12-31	$29,953
Other income received	2015-12-31	$-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 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
2014 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$84,035
Expenses. Total of all expenses incurred	2014-12-31	$163,502
Benefits paid (including direct rollovers)	2014-12-31	$140,000
Total plan assets at end of year	2014-12-31	$1,350,150
Total plan assets at beginning of year	2014-12-31	$1,429,617
Expenses. Other expenses not covered elsewhere	2014-12-31	$23,502
Other income received	2014-12-31	$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 year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$75,653
Expenses. Total of all expenses incurred	2013-12-31	$203,494
Benefits paid (including direct rollovers)	2013-12-31	$180,000
Total plan assets at end of year	2013-12-31	$1,429,617
Total plan assets at beginning of year	2013-12-31	$1,557,458
Expenses. Other expenses not covered elsewhere	2013-12-31	$23,494
Other income received	2013-12-31	$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 year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$-2,447
Expenses. Total of all expenses incurred	2012-12-31	$224,692
Benefits paid (including direct rollovers)	2012-12-31	$200,000
Total plan assets at end of year	2012-12-31	$1,557,458
Total plan assets at beginning of year	2012-12-31	$1,784,597
Expenses. Other expenses not covered elsewhere	2012-12-31	$24,692
Other income received	2012-12-31	$-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 year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$126,075
Expenses. Total of all expenses incurred	2011-12-31	$236,683
Benefits paid (including direct rollovers)	2011-12-31	$203,000
Total plan assets at end of year	2011-12-31	$1,784,597
Total plan assets at beginning of year	2011-12-31	$1,895,205
Value of fidelity bond covering the plan	2011-12-31	$180,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$33,683
Other income received	2011-12-31	$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 year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$217,463
Expenses. Total of all expenses incurred	2010-12-31	$245,521
Benefits paid (including direct rollovers)	2010-12-31	$216,000
Total plan assets at end of year	2010-12-31	$1,895,205
Total plan assets at beginning of year	2010-12-31	$1,923,263
Expenses. Other expenses not covered elsewhere	2010-12-31	$29,521
Other income received	2010-12-31	$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 year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$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 year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$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
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 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: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WILLIAM J. SMOLLEN, MD, SC PENSION PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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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