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S & V SMITH, INC. RETIREMENT PLAN 401k Plan overview

Plan NameS & V SMITH, INC. RETIREMENT PLAN
Plan identification number 001

S & V SMITH, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

S & V SMITH, INC. has sponsored the creation of one or more 401k plans.

Company Name:S & V SMITH, INC.
Employer identification number (EIN):471377001
NAIC Classification:442291
NAIC Description:Window Treatment Stores

Additional information about S & V SMITH, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2014-07-18
Company Identification Number: P14000060824
Legal Registered Office Address: 620 RENAISSANCE WAY

DELRAY BEACH

33483

More information about S & V SMITH, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & V SMITH, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SCOTT A SMITH
0012016-01-01SCOTT A SMITH
0012015-01-01SCOTT A SMITH
0012014-07-18SCOTT A. SMITH

Plan Statistics for S & V SMITH, INC. RETIREMENT PLAN

401k plan membership statisitcs for S & V SMITH, INC. RETIREMENT PLAN

Measure Date Value
2022: S & V SMITH, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: S & V SMITH, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011
Number of participants with account balances2021-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: S & V SMITH, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011
Number of participants with account balances2020-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: S & V SMITH, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011
Total number of active participants reported on line 7a of the Form 55002019-01-011
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011
Number of participants with account balances2019-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: S & V SMITH, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011
Total number of active participants reported on line 7a of the Form 55002018-01-011
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: S & V SMITH, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: S & V SMITH, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: S & V SMITH, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: S & V SMITH, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-181
Total number of active participants reported on line 7a of the Form 55002014-07-181
Number of retired or separated participants receiving benefits2014-07-180
Number of other retired or separated participants entitled to future benefits2014-07-180
Total of all active and inactive participants2014-07-181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-180
Total participants2014-07-181
Number of participants with account balances2014-07-181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-180

Financial Data on S & V SMITH, INC. RETIREMENT PLAN

Measure Date Value
2022 : S & V SMITH, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-68,017
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$190,403
Total plan assets at beginning of year2022-12-31$258,420
Value of fidelity bond covering the plan2022-12-31$30,000
Other income received2022-12-31$-68,017
Net income (gross income less expenses)2022-12-31$-68,017
Net plan assets at end of year (total assets less liabilities)2022-12-31$190,403
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$258,420
Assets. Value of employer securities2022-12-31$189,390
2021 : S & V SMITH, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$46,270
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$258,420
Total plan assets at beginning of year2021-12-31$212,150
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$45,270
Net income (gross income less expenses)2021-12-31$46,270
Net plan assets at end of year (total assets less liabilities)2021-12-31$258,420
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$212,150
Assets. Value of employer securities2021-12-31$257,420
Total contributions received or receivable from employer(s)2021-12-31$1,000
2020 : S & V SMITH, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$45,574
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$212,150
Total plan assets at beginning of year2020-12-31$166,576
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$45,574
Net income (gross income less expenses)2020-12-31$45,574
Net plan assets at end of year (total assets less liabilities)2020-12-31$212,150
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$166,576
Assets. Value of employer securities2020-12-31$212,150
2019 : S & V SMITH, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$13,576
Expenses. Total of all expenses incurred2019-12-31$63,240
Benefits paid (including direct rollovers)2019-12-31$63,115
Total plan assets at end of year2019-12-31$166,576
Total plan assets at beginning of year2019-12-31$216,240
Value of fidelity bond covering the plan2019-12-31$10,000
Expenses. Other expenses not covered elsewhere2019-12-31$125
Other income received2019-12-31$13,576
Net income (gross income less expenses)2019-12-31$-49,664
Net plan assets at end of year (total assets less liabilities)2019-12-31$166,576
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$216,240
Assets. Value of employer securities2019-12-31$166,576
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : S & V SMITH, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-10,023
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$216,240
Total plan assets at beginning of year2018-12-31$226,263
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-10,023
Net income (gross income less expenses)2018-12-31$-10,023
Net plan assets at end of year (total assets less liabilities)2018-12-31$216,240
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$226,263
Assets. Value of employer securities2018-12-31$153,059
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : S & V SMITH, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-108,304
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$226,263
Total plan assets at beginning of year2017-12-31$334,567
Value of fidelity bond covering the plan2017-12-31$10,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-108,304
Net income (gross income less expenses)2017-12-31$-108,304
Net plan assets at end of year (total assets less liabilities)2017-12-31$226,263
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$334,567
Assets. Value of employer securities2017-12-31$163,208
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : S & V SMITH, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$116,598
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$334,567
Total plan assets at beginning of year2016-12-31$217,969
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$116,598
Net income (gross income less expenses)2016-12-31$116,598
Net plan assets at end of year (total assets less liabilities)2016-12-31$334,567
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$217,969
Assets. Value of employer securities2016-12-31$271,551
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : S & V SMITH, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$59,966
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$217,969
Total plan assets at beginning of year2015-12-31$158,003
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$59,966
Net income (gross income less expenses)2015-12-31$59,966
Net plan assets at end of year (total assets less liabilities)2015-12-31$217,969
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$158,003
Assets. Value of employer securities2015-12-31$154,960
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : S & V SMITH, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$158,003
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$158,003
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$158,001
Other income received2014-12-31$2
Net income (gross income less expenses)2014-12-31$158,003
Net plan assets at end of year (total assets less liabilities)2014-12-31$158,003
Assets. Value of employer securities2014-12-31$95,000
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0

Form 5500 Responses for S & V SMITH, INC. RETIREMENT PLAN

2022: S & V SMITH, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: S & V SMITH, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: S & V SMITH, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: S & V SMITH, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: S & V SMITH, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: S & V SMITH, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: S & V SMITH, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: S & V SMITH, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: S & V SMITH, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-07-18Type of plan entitySingle employer plan
2014-07-18First time form 5500 has been submittedYes
2014-07-18This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-18Plan funding arrangement – TrustYes
2014-07-18Plan benefit arrangement - TrustYes

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