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JAMES A SMITH COMPANY PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES A SMITH COMPANY PROFIT SHARING PLAN
Plan identification number 001

JAMES A SMITH COMPANY PROFIT SHARING PLAN 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.
  • 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.

401k Sponsoring company profile

JAMES A SMITH COMPANY has sponsored the creation of one or more 401k plans.

Company Name:JAMES A SMITH COMPANY
Employer identification number (EIN):411242009
NAIC Classification:332700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES A SMITH COMPANY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULEEN SMITH2024-06-13 JULEEN SMITH2024-06-13
0012022-01-01JULEEN SMITH2023-03-31 JULEEN SMITH2023-03-31
0012021-01-01JULEEN SMITH2022-10-14 JULEEN SMITH2022-10-14
0012020-01-01JULEEN SMITH2021-09-21 JULEEN SMITH2021-09-21
0012019-01-01JULEEN SMITH2020-04-08 JULEEN SMITH2020-04-08
0012018-01-01JULEEN SMITH2019-04-26 JULEEN SMITH2019-04-26
0012017-01-01JULEEN SMITH2018-07-03 JULEEN SMITH2018-07-03
0012016-01-01JULEEN SMITH2017-02-24 JULEEN SMITH2017-02-24
0012015-01-01JULEEN SMITH2016-04-06 JULEEN SMITH2016-04-06
0012014-01-01JULEEN SMITH2015-05-15 JULEEN SMITH2015-05-15
0012013-01-01JULEEN SMITH2014-06-27 JULEEN SMITH2014-06-27
0012012-01-01JIM SMITH2013-06-21 JIM SMITH2013-06-21
0012011-01-01JIM SMITH2012-02-10 JIM SMITH2012-02-10
0012010-01-01JIM SMITH2011-02-04 JIM SMITH2011-02-04

Plan Statistics for JAMES A SMITH COMPANY PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES A SMITH COMPANY PROFIT SHARING PLAN

Measure Date Value
2025: JAMES A SMITH COMPANY PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-3012
Total number of particpants at end of year2025-07-3011
Number of Participants With Account Balances2025-07-3011
2024: JAMES A SMITH COMPANY PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1315
Total number of particpants at end of year2024-06-1312
Number of Participants With Account Balances2024-06-1311

Financial Data on JAMES A SMITH COMPANY PROFIT SHARING PLAN

Measure Date Value
2025 : JAMES A SMITH COMPANY PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30165223
Net assets as of the end of the plan year2025-07-301006390
Total assets as of the beginning of the plan year2025-07-301128243
Value of plan covered by a fidelity bond2025-07-30150000
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3043370
Plan net income in this plan year2025-07-30-121853
Net assets as of the end of the plan year2025-07-301006390
Net assets as of the beginning of the plan year2025-07-301128243
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-304849
2024 : JAMES A SMITH COMPANY PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-1340410
Net assets as of the end of the plan year2024-06-131128243
Total assets as of the beginning of the plan year2024-06-131101133
Value of plan covered by a fidelity bond2024-06-13150000
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-1367520
Plan net income in this plan year2024-06-1327110
Net assets as of the end of the plan year2024-06-131128243
Net assets as of the beginning of the plan year2024-06-131101133
Fees paid to broker by Benefit Provider2024-06-1392
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-132710

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