401k Plan data: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN plan

ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN
Plan identification number	001

ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined 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.
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

ROBERT MACLEAN SMITH has sponsored the creation of one or more 401k plans.

Company Name: ROBERT MACLEAN SMITH

Employer identification number (EIN): 460416619

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 ANGELA ATKEISON 2020-09-30 ANGELA ATKEISON 2020-09-30
001 2018-01-01 DEANN VAUGHAN 2019-07-11 DEANN VAUGHAN 2019-07-11
001 2017-01-01 DEANN VAUGHAN 2018-07-24 DEANN VAUGHAN 2018-07-24
001 2016-01-01 ROBERT MACLEAN SMITH, M.D. 2017-06-02
001 2015-01-01 ROBERT MACLEAN SMITH, M.D. 2016-07-11
001 2014-01-01 ROBERT MACLEAN SMITH, M.D. 2015-05-22 ROBERT MACLEAN SMITH, M.D. 2015-05-22
001 2013-01-01 ROBERT MACLEAN SMITH, M.D. 2014-07-11 ROBERT MACLEAN SMITH, M.D. 2014-07-11
001 2012-01-01 LEE BRANDT 2013-07-12 LEE BRANDT 2013-07-12
001 2011-01-01 ROBERT MACLEAN SMITH MD
001 2010-01-01 ROBERT MACLEAN SMITH MD
001 2009-01-01 ROBERT MACLEAN SMITH MD

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	ANGELA ATKEISON	2020-09-30	ANGELA ATKEISON	2020-09-30
001	2018-01-01	DEANN VAUGHAN	2019-07-11	DEANN VAUGHAN	2019-07-11
001	2017-01-01	DEANN VAUGHAN	2018-07-24	DEANN VAUGHAN	2018-07-24
001	2016-01-01	ROBERT MACLEAN SMITH, M.D.	2017-06-02
001	2015-01-01	ROBERT MACLEAN SMITH, M.D.	2016-07-11
001	2014-01-01	ROBERT MACLEAN SMITH, M.D.	2015-05-22	ROBERT MACLEAN SMITH, M.D.	2015-05-22
001	2013-01-01	ROBERT MACLEAN SMITH, M.D.	2014-07-11	ROBERT MACLEAN SMITH, M.D.	2014-07-11
001	2012-01-01	LEE BRANDT	2013-07-12	LEE BRANDT	2013-07-12
001	2011-01-01	ROBERT MACLEAN SMITH MD
001	2010-01-01	ROBERT MACLEAN SMITH MD
001	2009-01-01	ROBERT MACLEAN SMITH MD

Plan Statistics for ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN

Measure Date Value
2011: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Total of all active and inactive participants 2011-01-01 6
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
2010: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 6
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
2009: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 7
Total participants 2009-01-01 7
Number of participants with account balances 2009-01-01 7

Measure	Date	Value
2011: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Total of all active and inactive participants	2011-01-01	6
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
2010: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	6
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
2009: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	7
Total participants	2009-01-01	7
Number of participants with account balances	2009-01-01	7

Financial Data on ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN

Measure	Date	Value
2011 : ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$6,260
Expenses. Total of all expenses incurred	2011-12-31	$8,337
Benefits paid (including direct rollovers)	2011-12-31	$8,337
Total plan assets at end of year	2011-12-31	$1,009,627
Total plan assets at beginning of year	2011-12-31	$1,011,704
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$8,868
Other income received	2011-12-31	$-30,578
Net income (gross income less expenses)	2011-12-31	$-2,077
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,009,627
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,011,704
Total contributions received or receivable from employer(s)	2011-12-31	$27,970
2010 : ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$129,693
Expenses. Total of all expenses incurred	2010-12-31	$13,046
Benefits paid (including direct rollovers)	2010-12-31	$7,685
Total plan assets at end of year	2010-12-31	$1,011,704
Total plan assets at beginning of year	2010-12-31	$895,057
Total contributions received or receivable from participants	2010-12-31	$27,588
Other income received	2010-12-31	$91,260
Net income (gross income less expenses)	2010-12-31	$116,647
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,011,704
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$895,057
Total contributions received or receivable from employer(s)	2010-12-31	$10,845
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$5,361

Form 5500 Responses for ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN

2011: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 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: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 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: ROBERT MACLEAN SMITH, M.D. 401K PROFIT SHARING PLAN 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:	ROBERT MACLEAN SMITH
Employer identification number (EIN):	460416619
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)