SMITH & BOUCHER, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
401k plan membership statisitcs for SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN
| Measure | Date | Value |
|---|
| 2022: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 27 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 36 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 19 |
| Total of all active and inactive participants | 2022-11-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-11-01 | 9 |
| Total participants | 2022-11-01 | 91 |
| Number of participants with account balances | 2022-11-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-11-01 | 1 |
| 2021: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 89 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 28 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 28 |
| Total of all active and inactive participants | 2021-11-01 | 85 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 6 |
| Total participants | 2021-11-01 | 91 |
| Number of participants with account balances | 2021-11-01 | 91 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-11-01 | 6 |
| 2020: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 30 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 33 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 20 |
| Total of all active and inactive participants | 2020-11-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 6 |
| Total participants | 2020-11-01 | 89 |
| Number of participants with account balances | 2020-11-01 | 89 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-11-01 | 0 |
| 2019: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 29 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 21 |
| Total of all active and inactive participants | 2019-11-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 3 |
| Total participants | 2019-11-01 | 85 |
| Number of participants with account balances | 2019-11-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-11-01 | 3 |
| 2018: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 26 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 32 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 22 |
| Total of all active and inactive participants | 2018-11-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 3 |
| Total participants | 2018-11-01 | 83 |
| Number of participants with account balances | 2018-11-01 | 83 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-11-01 | 4 |
| 2017: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 26 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 18 |
| Total of all active and inactive participants | 2017-11-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 0 |
| Total participants | 2017-11-01 | 78 |
| Number of participants with account balances | 2017-11-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-11-01 | 1 |
| 2016: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 25 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 31 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 22 |
| Total of all active and inactive participants | 2016-11-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 0 |
| Total participants | 2016-11-01 | 78 |
| Number of participants with account balances | 2016-11-01 | 78 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-11-01 | 0 |
| 2015: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 23 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 18 |
| Total of all active and inactive participants | 2015-11-01 | 75 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 0 |
| Total participants | 2015-11-01 | 75 |
| Number of participants with account balances | 2015-11-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-11-01 | 0 |
| 2014: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 21 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 20 |
| Total of all active and inactive participants | 2014-11-01 | 70 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 2 |
| Total participants | 2014-11-01 | 72 |
| Number of participants with account balances | 2014-11-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 3 |
| 2013: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 23 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 26 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 16 |
| Total of all active and inactive participants | 2013-11-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 8 |
| Total participants | 2013-11-01 | 73 |
| Number of participants with account balances | 2013-11-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-11-01 | 1 |
| 2012: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 24 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 16 |
| Total of all active and inactive participants | 2012-11-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 5 |
| Total participants | 2012-11-01 | 73 |
| Number of participants with account balances | 2012-11-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 1 |
| Total participants, beginning-of-year | 2012-01-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 24 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 68 |
| Number of participants with account balances | 2012-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 57 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 24 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 16 |
| Total of all active and inactive participants | 2011-11-01 | 68 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 0 |
| Total participants | 2011-11-01 | 68 |
| Number of participants with account balances | 2011-11-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 0 |
| 2010: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 24 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 28 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 15 |
| Total of all active and inactive participants | 2010-11-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 0 |
| Total participants | 2010-11-01 | 67 |
| Number of participants with account balances | 2010-11-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 1 |
| 2009: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 24 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 16 |
| Total of all active and inactive participants | 2009-11-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 2 |
| Total participants | 2009-11-01 | 67 |
| Number of participants with account balances | 2009-11-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 1 |
| Measure | Date | Value |
|---|
| 2023 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-10-31 | $260,579 |
| Expenses. Total of all expenses incurred | 2023-10-31 | $90,375 |
| Total plan assets at end of year | 2023-10-31 | $3,228,575 |
| Total plan assets at beginning of year | 2023-10-31 | $3,058,371 |
| Value of fidelity bond covering the plan | 2023-10-31 | $1,000,000 |
| Other income received | 2023-10-31 | $168,579 |
| Net income (gross income less expenses) | 2023-10-31 | $170,204 |
| Net plan assets at end of year (total assets less liabilities) | 2023-10-31 | $3,228,575 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-10-31 | $3,058,371 |
| Assets. Value of employer securities | 2023-10-31 | $2,788,006 |
| Total contributions received or receivable from employer(s) | 2023-10-31 | $92,000 |
| Value of corrective distributions | 2023-10-31 | $90,375 |
| 2022 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-10-31 | $3,049 |
| Total plan liabilities at beginning of year | 2022-10-31 | $742 |
| Total income from all sources | 2022-10-31 | $-76,736 |
| Expenses. Total of all expenses incurred | 2022-10-31 | $97,966 |
| Benefits paid (including direct rollovers) | 2022-10-31 | $97,966 |
| Total plan assets at end of year | 2022-10-31 | $3,061,420 |
| Total plan assets at beginning of year | 2022-10-31 | $3,233,815 |
| Value of fidelity bond covering the plan | 2022-10-31 | $1,000,000 |
| Other income received | 2022-10-31 | $-76,736 |
| Net income (gross income less expenses) | 2022-10-31 | $-174,702 |
| Net plan assets at end of year (total assets less liabilities) | 2022-10-31 | $3,058,371 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-10-31 | $3,233,073 |
| Assets. Value of employer securities | 2022-10-31 | $2,621,946 |
| 2021 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-10-31 | $231,991 |
| Expenses. Total of all expenses incurred | 2021-10-31 | $86,984 |
| Benefits paid (including direct rollovers) | 2021-10-31 | $86,984 |
| Total plan assets at end of year | 2021-10-31 | $3,233,073 |
| Total plan assets at beginning of year | 2021-10-31 | $3,088,066 |
| Value of fidelity bond covering the plan | 2021-10-31 | $1,000,000 |
| Other income received | 2021-10-31 | $-3,009 |
| Net income (gross income less expenses) | 2021-10-31 | $145,007 |
| Net plan assets at end of year (total assets less liabilities) | 2021-10-31 | $3,233,073 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-10-31 | $3,088,066 |
| Assets. Value of employer securities | 2021-10-31 | $2,659,978 |
| Total contributions received or receivable from employer(s) | 2021-10-31 | $235,000 |
| 2020 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-10-31 | $29,470 |
| Expenses. Total of all expenses incurred | 2020-10-31 | $91,947 |
| Benefits paid (including direct rollovers) | 2020-10-31 | $91,947 |
| Total plan assets at end of year | 2020-10-31 | $3,088,066 |
| Total plan assets at beginning of year | 2020-10-31 | $3,150,543 |
| Value of fidelity bond covering the plan | 2020-10-31 | $1,000,000 |
| Other income received | 2020-10-31 | $-30,530 |
| Net income (gross income less expenses) | 2020-10-31 | $-62,477 |
| Net plan assets at end of year (total assets less liabilities) | 2020-10-31 | $3,088,066 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-10-31 | $3,150,543 |
| Assets. Value of employer securities | 2020-10-31 | $2,663,969 |
| Total contributions received or receivable from employer(s) | 2020-10-31 | $60,000 |
| 2019 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-10-31 | $6,890 |
| Expenses. Total of all expenses incurred | 2019-10-31 | $91,205 |
| Benefits paid (including direct rollovers) | 2019-10-31 | $91,205 |
| Total plan assets at end of year | 2019-10-31 | $3,150,543 |
| Total plan assets at beginning of year | 2019-10-31 | $3,234,858 |
| Value of fidelity bond covering the plan | 2019-10-31 | $1,000,000 |
| Other income received | 2019-10-31 | $-93,110 |
| Net income (gross income less expenses) | 2019-10-31 | $-84,315 |
| Net plan assets at end of year (total assets less liabilities) | 2019-10-31 | $3,150,543 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-10-31 | $3,234,858 |
| Assets. Value of employer securities | 2019-10-31 | $2,708,930 |
| Total contributions received or receivable from employer(s) | 2019-10-31 | $100,000 |
| 2017 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-10-31 | $214,515 |
| Expenses. Total of all expenses incurred | 2017-10-31 | $79,746 |
| Benefits paid (including direct rollovers) | 2017-10-31 | $74,726 |
| Total plan assets at end of year | 2017-10-31 | $3,018,716 |
| Total plan assets at beginning of year | 2017-10-31 | $2,883,947 |
| Value of fidelity bond covering the plan | 2017-10-31 | $1,000,000 |
| Other income received | 2017-10-31 | $114,515 |
| Net income (gross income less expenses) | 2017-10-31 | $134,769 |
| Net plan assets at end of year (total assets less liabilities) | 2017-10-31 | $3,018,716 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-10-31 | $2,883,947 |
| Assets. Value of employer securities | 2017-10-31 | $2,607,938 |
| Total contributions received or receivable from employer(s) | 2017-10-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-10-31 | $5,020 |
| 2016 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-10-31 | $93,094 |
| Expenses. Total of all expenses incurred | 2016-10-31 | $85,785 |
| Benefits paid (including direct rollovers) | 2016-10-31 | $80,920 |
| Total plan assets at end of year | 2016-10-31 | $2,883,947 |
| Total plan assets at beginning of year | 2016-10-31 | $2,876,638 |
| Value of fidelity bond covering the plan | 2016-10-31 | $1,000,000 |
| Other income received | 2016-10-31 | $-6,906 |
| Net income (gross income less expenses) | 2016-10-31 | $7,309 |
| Net plan assets at end of year (total assets less liabilities) | 2016-10-31 | $2,883,947 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-10-31 | $2,876,638 |
| Assets. Value of employer securities | 2016-10-31 | $2,498,963 |
| Total contributions received or receivable from employer(s) | 2016-10-31 | $100,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-10-31 | $4,865 |
| 2015 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-10-31 | $166,399 |
| Expenses. Total of all expenses incurred | 2015-10-31 | $99,454 |
| Benefits paid (including direct rollovers) | 2015-10-31 | $94,684 |
| Total plan assets at end of year | 2015-10-31 | $2,876,638 |
| Total plan assets at beginning of year | 2015-10-31 | $2,809,693 |
| Value of fidelity bond covering the plan | 2015-10-31 | $1,000,000 |
| Other income received | 2015-10-31 | $76,399 |
| Net income (gross income less expenses) | 2015-10-31 | $66,945 |
| Net plan assets at end of year (total assets less liabilities) | 2015-10-31 | $2,876,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-10-31 | $2,809,693 |
| Assets. Value of employer securities | 2015-10-31 | $2,516,963 |
| Total contributions received or receivable from employer(s) | 2015-10-31 | $90,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-10-31 | $4,770 |
| 2014 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-10-31 | $-1,959 |
| Expenses. Total of all expenses incurred | 2014-10-31 | $82,441 |
| Benefits paid (including direct rollovers) | 2014-10-31 | $77,686 |
| Total plan assets at end of year | 2014-10-31 | $2,809,693 |
| Total plan assets at beginning of year | 2014-10-31 | $2,894,093 |
| Value of fidelity bond covering the plan | 2014-10-31 | $700,000 |
| Other income received | 2014-10-31 | $-85,959 |
| Net income (gross income less expenses) | 2014-10-31 | $-84,400 |
| Net plan assets at end of year (total assets less liabilities) | 2014-10-31 | $2,809,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-10-31 | $2,894,093 |
| Assets. Value of employer securities | 2014-10-31 | $2,444,965 |
| Total contributions received or receivable from employer(s) | 2014-10-31 | $84,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-10-31 | $4,755 |
| 2013 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-10-31 | $0 |
| Total plan liabilities at end of year | 2013-10-31 | $169 |
| Total income from all sources | 2013-10-31 | $45,635 |
| Expenses. Total of all expenses incurred | 2013-10-31 | $75,052 |
| Benefits paid (including direct rollovers) | 2013-10-31 | $70,542 |
| Total plan assets at end of year | 2013-10-31 | $2,894,262 |
| Total plan assets at beginning of year | 2013-10-31 | $2,923,510 |
| Value of fidelity bond covering the plan | 2013-10-31 | $1,000,000 |
| Other income received | 2013-10-31 | $-34,365 |
| Net income (gross income less expenses) | 2013-10-31 | $-29,417 |
| Net plan assets at end of year (total assets less liabilities) | 2013-10-31 | $2,894,093 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-10-31 | $2,923,510 |
| Assets. Value of employer securities | 2013-10-31 | $2,538,953 |
| Total contributions received or receivable from employer(s) | 2013-10-31 | $80,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-10-31 | $4,510 |
| 2012 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $204,007 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $78,083 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $67,758 |
| Total plan assets at end of year | 2012-12-31 | $2,923,510 |
| Total plan assets at beginning of year | 2012-12-31 | $2,797,586 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Other income received | 2012-12-31 | $134,007 |
| Net income (gross income less expenses) | 2012-12-31 | $125,924 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,923,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,797,586 |
| Assets. Value of employer securities | 2012-12-31 | $2,572,994 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $70,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $10,325 |
| Total income from all sources | 2012-10-31 | $204,007 |
| Expenses. Total of all expenses incurred | 2012-10-31 | $78,083 |
| Benefits paid (including direct rollovers) | 2012-10-31 | $67,758 |
| Total plan assets at end of year | 2012-10-31 | $2,823,510 |
| Total plan assets at beginning of year | 2012-10-31 | $2,797,586 |
| Value of fidelity bond covering the plan | 2012-10-31 | $1,000,000 |
| Other income received | 2012-10-31 | $134,007 |
| Net income (gross income less expenses) | 2012-10-31 | $125,924 |
| Net plan assets at end of year (total assets less liabilities) | 2012-10-31 | $2,823,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-10-31 | $2,797,586 |
| Assets. Value of employer securities | 2012-10-31 | $2,572,994 |
| Total contributions received or receivable from employer(s) | 2012-10-31 | $70,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-10-31 | $10,325 |
| 2011 : SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-10-31 | $0 |
| Total income from all sources | 2011-10-31 | $144,161 |
| Expenses. Total of all expenses incurred | 2011-10-31 | $79,899 |
| Benefits paid (including direct rollovers) | 2011-10-31 | $69,649 |
| Total plan assets at end of year | 2011-10-31 | $2,797,586 |
| Total plan assets at beginning of year | 2011-10-31 | $2,733,324 |
| Value of fidelity bond covering the plan | 2011-10-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-10-31 | $10,250 |
| Other income received | 2011-10-31 | $74,161 |
| Net income (gross income less expenses) | 2011-10-31 | $64,262 |
| Net plan assets at end of year (total assets less liabilities) | 2011-10-31 | $2,797,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-10-31 | $2,733,324 |
| Assets. Value of employer securities | 2011-10-31 | $2,464,998 |
| Total contributions received or receivable from employer(s) | 2011-10-31 | $70,000 |
| 2022: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Submission has been amended | No |
| 2022-11-01 | This submission is the final filing | No |
| 2022-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-11-01 | Plan is a collectively bargained plan | No |
| 2022-11-01 | Plan funding arrangement – Trust | Yes |
| 2022-11-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Trust | Yes |
| 2021-11-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Trust | Yes |
| 2020-11-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Trust | Yes |
| 2019-11-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Trust | Yes |
| 2018-11-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Trust | Yes |
| 2017-11-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Trust | Yes |
| 2016-11-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Trust | Yes |
| 2015-11-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Trust | Yes |
| 2014-11-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses |
|---|
| 2013-11-01 | Type of plan entity | Single employer plan |
| 2013-11-01 | Submission has been amended | No |
| 2013-11-01 | This submission is the final filing | No |
| 2013-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-11-01 | Plan is a collectively bargained plan | No |
| 2013-11-01 | Plan funding arrangement – Trust | Yes |
| 2013-11-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses |
|---|
| 2012-11-01 | Type of plan entity | Single employer plan |
| 2012-11-01 | Submission has been amended | No |
| 2012-11-01 | This submission is the final filing | No |
| 2012-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-11-01 | Plan is a collectively bargained plan | No |
| 2012-11-01 | Plan funding arrangement – Trust | Yes |
| 2012-11-01 | Plan benefit arrangement - Trust | Yes |
| 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 | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses |
|---|
| 2011-11-01 | Type of plan entity | Single employer plan |
| 2011-11-01 | Submission has been amended | Yes |
| 2011-11-01 | This submission is the final filing | No |
| 2011-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-11-01 | Plan is a collectively bargained plan | No |
| 2011-11-01 | Plan funding arrangement – Trust | Yes |
| 2011-11-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses |
|---|
| 2010-11-01 | Type of plan entity | Single employer plan |
| 2010-11-01 | Submission has been amended | No |
| 2010-11-01 | This submission is the final filing | No |
| 2010-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-11-01 | Plan is a collectively bargained plan | No |
| 2010-11-01 | Plan funding arrangement – Trust | Yes |
| 2010-11-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SMITH & BOUCHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses |
|---|
| 2009-11-01 | Type of plan entity | Single employer plan |
| 2009-11-01 | Submission has been amended | No |
| 2009-11-01 | This submission is the final filing | No |
| 2009-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-11-01 | Plan is a collectively bargained plan | No |
| 2009-11-01 | Plan funding arrangement – Trust | Yes |
| 2009-11-01 | Plan benefit arrangement - Trust | Yes |
