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STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameSTEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

STEVEN SCOTT SMITH, D.C., P.A. has sponsored the creation of one or more 401k plans.

Company Name:STEVEN SCOTT SMITH, D.C., P.A.
Employer identification number (EIN):432101604
NAIC Classification:621310
NAIC Description:Offices of Chiropractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01STEVEN SMITH2024-06-05
0012022-01-01STEVEN SCOTT SMITH2023-07-12
0012021-01-01STEVEN SCOTT SMITH2022-06-20
0012020-01-01STEVEN SMITH2021-05-06
0012019-01-01STEVEN SMITH2020-07-29
0012018-01-01STEVEN SMITH2019-07-22
0012017-01-01STEVEN SMITH2018-06-06
0012016-01-01STEVEN SMITH2017-05-12

Plan Statistics for STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-08-259
Total number of particpants at end of year2025-08-2510
Number of Participants With Account Balances2025-08-2510
2024: STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-0513
Total number of particpants at end of year2024-06-059
Number of Participants With Account Balances2024-06-059
2022: STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-2011
Total number of particpants at end of year2022-06-2012
Number of Participants With Account Balances2022-06-2012

Financial Data on STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-250
Total expenses incurred by plan in this plan year2025-08-258098
Net assets as of the end of the plan year2025-08-251015227
Total assets as of the beginning of the plan year2025-08-25817995
Value of plan covered by a fidelity bond2025-08-25200000
Participant contributions to plan in this plan year2025-08-2573216
Value of participant loans at end of plan year2025-08-257000
Other income to plan in this plan year2025-08-25111231
Plan net income in this plan year2025-08-25197232
Net assets as of the end of the plan year2025-08-251015227
Net assets as of the beginning of the plan year2025-08-25817995
Employer contributions to plan in this plan year2025-08-2520883
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-252586
2024 : STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-050
Total liabilities as of the end of the plan year2024-06-050
Total liabilities as of the beginning of the plan year2024-06-050
Total expenses incurred by plan in this plan year2024-06-056350
Net assets as of the end of the plan year2024-06-05817995
Total assets as of the beginning of the plan year2024-06-05592443
Value of plan covered by a fidelity bond2024-06-05100000
Participant contributions to plan in this plan year2024-06-0569641
Value of participant loans at end of plan year2024-06-051209
Other expenses paid from plan in this plan year2024-06-050
Other contributions to plan in this plan year2024-06-050
Other income to plan in this plan year2024-06-05137530
Plan net income in this plan year2024-06-05225552
Net assets as of the end of the plan year2024-06-05817995
Net assets as of the beginning of the plan year2024-06-05592443
Employer contributions to plan in this plan year2024-06-0524731
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-05365
2022 : STEVEN SCOTT SMITH DC PA 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-200
Total liabilities as of the end of the plan year2022-06-200
Total liabilities as of the beginning of the plan year2022-06-200
Total expenses incurred by plan in this plan year2022-06-2023258
Net assets as of the end of the plan year2022-06-20632939
Total assets as of the beginning of the plan year2022-06-20487544
Value of plan covered by a fidelity bond2022-06-20100000
Participant contributions to plan in this plan year2022-06-2057265
Value of participant loans at end of plan year2022-06-203684
Other expenses paid from plan in this plan year2022-06-200
Other contributions to plan in this plan year2022-06-200
Other income to plan in this plan year2022-06-2089668
Plan net income in this plan year2022-06-20145395
Net assets as of the end of the plan year2022-06-20632939
Net assets as of the beginning of the plan year2022-06-20487544
Employer contributions to plan in this plan year2022-06-2021720
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-20135

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