401k Plan data: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL plan

J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 401k Plan overview

Plan Name	J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL
Plan identification number	001

J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL Benefits

401k Plan Type

Defined 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.
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

J M SMITH CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: J M SMITH CORPORATION

Employer identification number (EIN): 570276334

NAIC Classification: 424210
NAIC Description: Drugs and Druggists' Sundries Merchant Wholesalers

Additional information about J M SMITH CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4786487

More information about J M SMITH CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-03-01
001 2021-03-01
001 2020-02-29 RHONDA LOCKHART 2021-12-15
001 2019-03-01 RHONDA LOCKHART 2020-12-15
001 2018-03-01 RHONDA LOCKHART 2019-12-16
001 2017-03-01
001 2016-03-01
001 2015-03-01
001 2014-03-01
001 2014-03-01
001 2013-02-28
001 2012-02-29 JAMES C. WILSON, JR.
001 2011-03-01 JAMES C. WILSON, JR.
001 2010-03-01 JAMES C. WILSON, JR.
001 2009-03-01 JAMES C. WILSON, JR.

Plan Statistics for J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL

401k plan membership statisitcs for J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL

Measure Date Value
2022: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2022 401k membership
Total participants, beginning-of-year 2022-03-01 987
Total number of active participants reported on line 7a of the Form 5500 2022-03-01 380
Number of retired or separated participants receiving benefits 2022-03-01 31
Number of other retired or separated participants entitled to future benefits 2022-03-01 491
Total of all active and inactive participants 2022-03-01 902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-03-01 6
Total participants 2022-03-01 908
Number of participants with account balances 2022-03-01 803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-03-01 23
2021: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2021 401k membership
Total participants, beginning-of-year 2021-03-01 1,136
Total number of active participants reported on line 7a of the Form 5500 2021-03-01 410
Number of retired or separated participants receiving benefits 2021-03-01 39
Number of other retired or separated participants entitled to future benefits 2021-03-01 532
Total of all active and inactive participants 2021-03-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-03-01 6
Total participants 2021-03-01 987
Number of participants with account balances 2021-03-01 916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-03-01 33
2020: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2020 401k membership
Total participants, beginning-of-year 2020-02-29 2,005
Total number of active participants reported on line 7a of the Form 5500 2020-02-29 506
Number of retired or separated participants receiving benefits 2020-02-29 18
Number of other retired or separated participants entitled to future benefits 2020-02-29 606
Total of all active and inactive participants 2020-02-29 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-02-29 6
Total participants 2020-02-29 1,136
Number of participants with account balances 2020-02-29 1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-02-29 44
2019: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2019 401k membership
Total participants, beginning-of-year 2019-03-01 1,882
Total number of active participants reported on line 7a of the Form 5500 2019-03-01 1,448
Number of retired or separated participants receiving benefits 2019-03-01 33
Number of other retired or separated participants entitled to future benefits 2019-03-01 519
Total of all active and inactive participants 2019-03-01 2,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-03-01 5
Total participants 2019-03-01 2,005
Number of participants with account balances 2019-03-01 1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-03-01 83
2018: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2018 401k membership
Total participants, beginning-of-year 2018-03-01 1,688
Total number of active participants reported on line 7a of the Form 5500 2018-03-01 1,388
Number of retired or separated participants receiving benefits 2018-03-01 32
Number of other retired or separated participants entitled to future benefits 2018-03-01 457
Total of all active and inactive participants 2018-03-01 1,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-03-01 5
Total participants 2018-03-01 1,882
Number of participants with account balances 2018-03-01 1,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-03-01 133
2017: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2017 401k membership
Total participants, beginning-of-year 2017-03-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2017-03-01 1,316
Number of retired or separated participants receiving benefits 2017-03-01 21
Number of other retired or separated participants entitled to future benefits 2017-03-01 347
Total of all active and inactive participants 2017-03-01 1,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-03-01 4
Total participants 2017-03-01 1,688
Number of participants with account balances 2017-03-01 1,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-03-01 72
2016: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2016 401k membership
Total participants, beginning-of-year 2016-03-01 1,439
Total number of active participants reported on line 7a of the Form 5500 2016-03-01 1,245
Number of retired or separated participants receiving benefits 2016-03-01 15
Number of other retired or separated participants entitled to future benefits 2016-03-01 299
Total of all active and inactive participants 2016-03-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-03-01 2
Total participants 2016-03-01 1,561
Number of participants with account balances 2016-03-01 1,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-03-01 61
2015: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2015 401k membership
Total participants, beginning-of-year 2015-03-01 1,263
Total number of active participants reported on line 7a of the Form 5500 2015-03-01 1,151
Number of retired or separated participants receiving benefits 2015-03-01 10
Number of other retired or separated participants entitled to future benefits 2015-03-01 276
Total of all active and inactive participants 2015-03-01 1,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-03-01 2
Total participants 2015-03-01 1,439
Number of participants with account balances 2015-03-01 1,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-03-01 49
2014: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2014 401k membership
Total participants, beginning-of-year 2014-03-01 1,281
Total number of active participants reported on line 7a of the Form 5500 2014-03-01 1,008
Number of retired or separated participants receiving benefits 2014-03-01 9
Number of other retired or separated participants entitled to future benefits 2014-03-01 244
Total of all active and inactive participants 2014-03-01 1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-03-01 2
Total participants 2014-03-01 1,263
Number of participants with account balances 2014-03-01 1,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-03-01 32
2013: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2013 401k membership
Total participants, beginning-of-year 2013-02-28 1,259
Total number of active participants reported on line 7a of the Form 5500 2013-02-28 1,032
Number of retired or separated participants receiving benefits 2013-02-28 4
Number of other retired or separated participants entitled to future benefits 2013-02-28 241
Total of all active and inactive participants 2013-02-28 1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-02-28 4
Total participants 2013-02-28 1,281
Number of participants with account balances 2013-02-28 1,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-02-28 23
2012: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2012 401k membership
Total participants, beginning-of-year 2012-02-29 1,245
Total number of active participants reported on line 7a of the Form 5500 2012-02-29 1,029
Number of retired or separated participants receiving benefits 2012-02-29 7
Number of other retired or separated participants entitled to future benefits 2012-02-29 216
Total of all active and inactive participants 2012-02-29 1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-29 7
Total participants 2012-02-29 1,259
Number of participants with account balances 2012-02-29 1,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-02-29 30
2011: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2011 401k membership
Total participants, beginning-of-year 2011-03-01 1,247
Total number of active participants reported on line 7a of the Form 5500 2011-03-01 1,045
Number of retired or separated participants receiving benefits 2011-03-01 7
Number of other retired or separated participants entitled to future benefits 2011-03-01 187
Total of all active and inactive participants 2011-03-01 1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-03-01 6
Total participants 2011-03-01 1,245
Number of participants with account balances 2011-03-01 1,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-03-01 34
2010: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2010 401k membership
Total participants, beginning-of-year 2010-03-01 1,224
Total number of active participants reported on line 7a of the Form 5500 2010-03-01 1,067
Number of retired or separated participants receiving benefits 2010-03-01 7
Number of other retired or separated participants entitled to future benefits 2010-03-01 169
Total of all active and inactive participants 2010-03-01 1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-03-01 4
Total participants 2010-03-01 1,247
Number of participants with account balances 2010-03-01 1,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-03-01 31
2009: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2009 401k membership
Total participants, beginning-of-year 2009-03-01 1,165
Total number of active participants reported on line 7a of the Form 5500 2009-03-01 1,079
Number of retired or separated participants receiving benefits 2009-03-01 5
Number of other retired or separated participants entitled to future benefits 2009-03-01 136
Total of all active and inactive participants 2009-03-01 1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-03-01 4
Total participants 2009-03-01 1,224
Number of participants with account balances 2009-03-01 1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-03-01 18

Measure	Date	Value
2022: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2022 401k membership
Total participants, beginning-of-year	2022-03-01	987
Total number of active participants reported on line 7a of the Form 5500	2022-03-01	380
Number of retired or separated participants receiving benefits	2022-03-01	31
Number of other retired or separated participants entitled to future benefits	2022-03-01	491
Total of all active and inactive participants	2022-03-01	902
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-03-01	6
Total participants	2022-03-01	908
Number of participants with account balances	2022-03-01	803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-03-01	23
2021: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2021 401k membership
Total participants, beginning-of-year	2021-03-01	1,136
Total number of active participants reported on line 7a of the Form 5500	2021-03-01	410
Number of retired or separated participants receiving benefits	2021-03-01	39
Number of other retired or separated participants entitled to future benefits	2021-03-01	532
Total of all active and inactive participants	2021-03-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-03-01	6
Total participants	2021-03-01	987
Number of participants with account balances	2021-03-01	916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-03-01	33
2020: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2020 401k membership
Total participants, beginning-of-year	2020-02-29	2,005
Total number of active participants reported on line 7a of the Form 5500	2020-02-29	506
Number of retired or separated participants receiving benefits	2020-02-29	18
Number of other retired or separated participants entitled to future benefits	2020-02-29	606
Total of all active and inactive participants	2020-02-29	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-02-29	6
Total participants	2020-02-29	1,136
Number of participants with account balances	2020-02-29	1,056
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-02-29	44
2019: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2019 401k membership
Total participants, beginning-of-year	2019-03-01	1,882
Total number of active participants reported on line 7a of the Form 5500	2019-03-01	1,448
Number of retired or separated participants receiving benefits	2019-03-01	33
Number of other retired or separated participants entitled to future benefits	2019-03-01	519
Total of all active and inactive participants	2019-03-01	2,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-03-01	5
Total participants	2019-03-01	2,005
Number of participants with account balances	2019-03-01	1,797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-03-01	83
2018: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2018 401k membership
Total participants, beginning-of-year	2018-03-01	1,688
Total number of active participants reported on line 7a of the Form 5500	2018-03-01	1,388
Number of retired or separated participants receiving benefits	2018-03-01	32
Number of other retired or separated participants entitled to future benefits	2018-03-01	457
Total of all active and inactive participants	2018-03-01	1,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-03-01	5
Total participants	2018-03-01	1,882
Number of participants with account balances	2018-03-01	1,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-03-01	133
2017: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2017 401k membership
Total participants, beginning-of-year	2017-03-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2017-03-01	1,316
Number of retired or separated participants receiving benefits	2017-03-01	21
Number of other retired or separated participants entitled to future benefits	2017-03-01	347
Total of all active and inactive participants	2017-03-01	1,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-03-01	4
Total participants	2017-03-01	1,688
Number of participants with account balances	2017-03-01	1,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-03-01	72
2016: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2016 401k membership
Total participants, beginning-of-year	2016-03-01	1,439
Total number of active participants reported on line 7a of the Form 5500	2016-03-01	1,245
Number of retired or separated participants receiving benefits	2016-03-01	15
Number of other retired or separated participants entitled to future benefits	2016-03-01	299
Total of all active and inactive participants	2016-03-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-03-01	2
Total participants	2016-03-01	1,561
Number of participants with account balances	2016-03-01	1,415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-03-01	61
2015: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2015 401k membership
Total participants, beginning-of-year	2015-03-01	1,263
Total number of active participants reported on line 7a of the Form 5500	2015-03-01	1,151
Number of retired or separated participants receiving benefits	2015-03-01	10
Number of other retired or separated participants entitled to future benefits	2015-03-01	276
Total of all active and inactive participants	2015-03-01	1,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-03-01	2
Total participants	2015-03-01	1,439
Number of participants with account balances	2015-03-01	1,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-03-01	49
2014: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2014 401k membership
Total participants, beginning-of-year	2014-03-01	1,281
Total number of active participants reported on line 7a of the Form 5500	2014-03-01	1,008
Number of retired or separated participants receiving benefits	2014-03-01	9
Number of other retired or separated participants entitled to future benefits	2014-03-01	244
Total of all active and inactive participants	2014-03-01	1,261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-03-01	2
Total participants	2014-03-01	1,263
Number of participants with account balances	2014-03-01	1,185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-03-01	32
2013: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2013 401k membership
Total participants, beginning-of-year	2013-02-28	1,259
Total number of active participants reported on line 7a of the Form 5500	2013-02-28	1,032
Number of retired or separated participants receiving benefits	2013-02-28	4
Number of other retired or separated participants entitled to future benefits	2013-02-28	241
Total of all active and inactive participants	2013-02-28	1,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-02-28	4
Total participants	2013-02-28	1,281
Number of participants with account balances	2013-02-28	1,126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-02-28	23
2012: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2012 401k membership
Total participants, beginning-of-year	2012-02-29	1,245
Total number of active participants reported on line 7a of the Form 5500	2012-02-29	1,029
Number of retired or separated participants receiving benefits	2012-02-29	7
Number of other retired or separated participants entitled to future benefits	2012-02-29	216
Total of all active and inactive participants	2012-02-29	1,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-29	7
Total participants	2012-02-29	1,259
Number of participants with account balances	2012-02-29	1,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-02-29	30
2011: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2011 401k membership
Total participants, beginning-of-year	2011-03-01	1,247
Total number of active participants reported on line 7a of the Form 5500	2011-03-01	1,045
Number of retired or separated participants receiving benefits	2011-03-01	7
Number of other retired or separated participants entitled to future benefits	2011-03-01	187
Total of all active and inactive participants	2011-03-01	1,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-03-01	6
Total participants	2011-03-01	1,245
Number of participants with account balances	2011-03-01	1,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-03-01	34
2010: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2010 401k membership
Total participants, beginning-of-year	2010-03-01	1,224
Total number of active participants reported on line 7a of the Form 5500	2010-03-01	1,067
Number of retired or separated participants receiving benefits	2010-03-01	7
Number of other retired or separated participants entitled to future benefits	2010-03-01	169
Total of all active and inactive participants	2010-03-01	1,243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-03-01	4
Total participants	2010-03-01	1,247
Number of participants with account balances	2010-03-01	1,081
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-03-01	31
2009: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2009 401k membership
Total participants, beginning-of-year	2009-03-01	1,165
Total number of active participants reported on line 7a of the Form 5500	2009-03-01	1,079
Number of retired or separated participants receiving benefits	2009-03-01	5
Number of other retired or separated participants entitled to future benefits	2009-03-01	136
Total of all active and inactive participants	2009-03-01	1,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-03-01	4
Total participants	2009-03-01	1,224
Number of participants with account balances	2009-03-01	1,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-03-01	18

Financial Data on J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL

Measure	Date	Value
2023 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-02-28	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-02-28	$0
Total unrealized appreciation/depreciation of assets	2023-02-28	$0
Total transfer of assets to this plan	2023-02-28	$0
Total transfer of assets from this plan	2023-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-02-28	$0
Expenses. Interest paid	2023-02-28	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-02-28	$0
Total income from all sources (including contributions)	2023-02-28	$-7,481,264
Total loss/gain on sale of assets	2023-02-28	$0
Total of all expenses incurred	2023-02-28	$17,654,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-02-28	$17,637,313
Expenses. Certain deemed distributions of participant loans	2023-02-28	$0
Value of total corrective distributions	2023-02-28	$1,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-02-28	$3,032,510
Value of total assets at end of year	2023-02-28	$95,866,646
Value of total assets at beginning of year	2023-02-28	$121,002,252
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-02-28	$15,151
Total income from rents	2023-02-28	$0
Total interest from all sources	2023-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2023-02-28	$5,790,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-02-28	$5,790,299
Assets. Real estate other than employer real property at end of year	2023-02-28	$0
Assets. Real estate other than employer real property at beginning of year	2023-02-28	$0
Administrative expenses professional fees incurred	2023-02-28	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-02-28	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-02-28	$0
Was this plan covered by a fidelity bond	2023-02-28	Yes
Value of fidelity bond cover	2023-02-28	$500,000
If this is an individual account plan, was there a blackout period	2023-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2023-02-28	No
Contributions received from participants	2023-02-28	$1,947,554
Participant contributions at end of year	2023-02-28	$0
Participant contributions at beginning of year	2023-02-28	$0
Participant contributions at end of year	2023-02-28	$0
Participant contributions at beginning of year	2023-02-28	$0
Assets. Other investments not covered elsewhere at end of year	2023-02-28	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-02-28	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-02-28	$2,745
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-02-28	$0
Assets. Loans (other than to participants) at end of year	2023-02-28	$0
Assets. Loans (other than to participants) at beginning of year	2023-02-28	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-02-28	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-02-28	$0
Other income not declared elsewhere	2023-02-28	$0
Administrative expenses (other) incurred	2023-02-28	$15,151
Liabilities. Value of operating payables at end of year	2023-02-28	$0
Liabilities. Value of operating payables at beginning of year	2023-02-28	$0
Total non interest bearing cash at end of year	2023-02-28	$0
Total non interest bearing cash at beginning of year	2023-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Income. Non cash contributions	2023-02-28	$0
Value of net income/loss	2023-02-28	$-25,135,606
Value of net assets at end of year (total assets less liabilities)	2023-02-28	$95,866,646
Value of net assets at beginning of year (total assets less liabilities)	2023-02-28	$121,002,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-02-28	No
Were any leases to which the plan was party in default or uncollectible	2023-02-28	No
Assets. partnership/joint venture interests at end of year	2023-02-28	$0
Assets. partnership/joint venture interests at beginning of year	2023-02-28	$0
Investment advisory and management fees	2023-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-02-28	$80,576,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-02-28	$102,823,340
Value of interest in pooled separate accounts at end of year	2023-02-28	$0
Value of interest in pooled separate accounts at beginning of year	2023-02-28	$0
Interest on participant loans	2023-02-28	$0
Income. Interest from loans (other than to participants)	2023-02-28	$0
Interest earned on other investments	2023-02-28	$0
Income. Interest from US Government securities	2023-02-28	$0
Income. Interest from corporate debt instruments	2023-02-28	$0
Value of interest in master investment trust accounts at end of year	2023-02-28	$0
Value of interest in master investment trust accounts at beginning of year	2023-02-28	$0
Value of interest in common/collective trusts at end of year	2023-02-28	$15,290,531
Value of interest in common/collective trusts at beginning of year	2023-02-28	$18,178,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-02-28	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-02-28	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-02-28	$0
Assets. Value of investments in 103.12 investment entities at end of year	2023-02-28	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-02-28	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-02-28	$0
Asset value of US Government securities at end of year	2023-02-28	$0
Asset value of US Government securities at beginning of year	2023-02-28	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-02-28	$-15,498,334
Net investment gain/loss from pooled separate accounts	2023-02-28	$0
Net investment gain or loss from common/collective trusts	2023-02-28	$-805,739
Net gain/loss from 103.12 investment entities	2023-02-28	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-02-28	No
Was there a failure to transmit to the plan any participant contributions	2023-02-28	No
Has the plan failed to provide any benefit when due under the plan	2023-02-28	No
Assets. Invements in employer securities at end of year	2023-02-28	$0
Assets. Invements in employer securities at beginning of year	2023-02-28	$0
Assets. Value of employer real property at end of year	2023-02-28	$0
Assets. Value of employer real property at beginning of year	2023-02-28	$0
Contributions received in cash from employer	2023-02-28	$1,082,211
Employer contributions (assets) at end of year	2023-02-28	$0
Employer contributions (assets) at beginning of year	2023-02-28	$0
Income. Dividends from preferred stock	2023-02-28	$0
Income. Dividends from common stock	2023-02-28	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-02-28	$17,637,313
Asset. Corporate debt instrument preferred debt at end of year	2023-02-28	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-02-28	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-02-28	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-02-28	$0
Contract administrator fees	2023-02-28	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-02-28	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-02-28	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-02-28	$0
Liabilities. Value of benefit claims payable at end of year	2023-02-28	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-02-28	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-02-28	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-02-28	$0
Did the plan have assets held for investment	2023-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-02-28	No
Aggregate proceeds on sale of assets	2023-02-28	$0
Aggregate carrying amount (costs) on sale of assets	2023-02-28	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-02-28	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-02-28	$0
Opinion of an independent qualified public accountant for this plan	2023-02-28	Unqualified
Accountancy firm name	2023-02-28	SWAIMBROWN PA
Accountancy firm EIN	2023-02-28	570783795
2022 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-02-28	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-02-28	$0
Total unrealized appreciation/depreciation of assets	2022-02-28	$0
Total transfer of assets to this plan	2022-02-28	$0
Total transfer of assets from this plan	2022-02-28	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-02-28	$11,130
Expenses. Interest paid	2022-02-28	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-02-28	$0
Total income from all sources (including contributions)	2022-02-28	$7,188,895
Total loss/gain on sale of assets	2022-02-28	$0
Total of all expenses incurred	2022-02-28	$16,448,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-02-28	$16,432,237
Expenses. Certain deemed distributions of participant loans	2022-02-28	$0
Value of total corrective distributions	2022-02-28	$13,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-02-28	$3,232,515
Value of total assets at end of year	2022-02-28	$121,002,252
Value of total assets at beginning of year	2022-02-28	$130,272,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-02-28	$3,100
Total income from rents	2022-02-28	$0
Total interest from all sources	2022-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-02-28	$9,123,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-02-28	$9,123,982
Assets. Real estate other than employer real property at end of year	2022-02-28	$0
Assets. Real estate other than employer real property at beginning of year	2022-02-28	$0
Administrative expenses professional fees incurred	2022-02-28	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-02-28	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-02-28	$0
Was this plan covered by a fidelity bond	2022-02-28	Yes
Value of fidelity bond cover	2022-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2022-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2022-02-28	No
Contributions received from participants	2022-02-28	$2,153,010
Participant contributions at end of year	2022-02-28	$0
Participant contributions at beginning of year	2022-02-28	$0
Participant contributions at end of year	2022-02-28	$0
Participant contributions at beginning of year	2022-02-28	$75,395
Assets. Other investments not covered elsewhere at end of year	2022-02-28	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-02-28	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-02-28	$19,514
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-02-28	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-02-28	$0
Assets. Loans (other than to participants) at end of year	2022-02-28	$0
Assets. Loans (other than to participants) at beginning of year	2022-02-28	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-02-28	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-02-28	$11,130
Other income not declared elsewhere	2022-02-28	$0
Administrative expenses (other) incurred	2022-02-28	$3,100
Liabilities. Value of operating payables at end of year	2022-02-28	$0
Liabilities. Value of operating payables at beginning of year	2022-02-28	$0
Total non interest bearing cash at end of year	2022-02-28	$0
Total non interest bearing cash at beginning of year	2022-02-28	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Income. Non cash contributions	2022-02-28	$0
Value of net income/loss	2022-02-28	$-9,259,550
Value of net assets at end of year (total assets less liabilities)	2022-02-28	$121,002,252
Value of net assets at beginning of year (total assets less liabilities)	2022-02-28	$130,261,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-02-28	No
Were any leases to which the plan was party in default or uncollectible	2022-02-28	No
Assets. partnership/joint venture interests at end of year	2022-02-28	$0
Assets. partnership/joint venture interests at beginning of year	2022-02-28	$0
Investment advisory and management fees	2022-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-02-28	$102,823,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-02-28	$108,004,532
Value of interest in pooled separate accounts at end of year	2022-02-28	$0
Value of interest in pooled separate accounts at beginning of year	2022-02-28	$0
Interest on participant loans	2022-02-28	$0
Income. Interest from loans (other than to participants)	2022-02-28	$0
Interest earned on other investments	2022-02-28	$0
Income. Interest from US Government securities	2022-02-28	$0
Income. Interest from corporate debt instruments	2022-02-28	$0
Value of interest in master investment trust accounts at end of year	2022-02-28	$0
Value of interest in master investment trust accounts at beginning of year	2022-02-28	$0
Value of interest in common/collective trusts at end of year	2022-02-28	$18,178,912
Value of interest in common/collective trusts at beginning of year	2022-02-28	$22,193,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-02-28	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-02-28	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-02-28	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-02-28	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-02-28	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-02-28	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-02-28	$0
Asset value of US Government securities at end of year	2022-02-28	$0
Asset value of US Government securities at beginning of year	2022-02-28	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-02-28	$-5,205,245
Net investment gain/loss from pooled separate accounts	2022-02-28	$0
Net investment gain or loss from common/collective trusts	2022-02-28	$37,643
Net gain/loss from 103.12 investment entities	2022-02-28	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-02-28	No
Was there a failure to transmit to the plan any participant contributions	2022-02-28	No
Has the plan failed to provide any benefit when due under the plan	2022-02-28	No
Assets. Invements in employer securities at end of year	2022-02-28	$0
Assets. Invements in employer securities at beginning of year	2022-02-28	$0
Assets. Value of employer real property at end of year	2022-02-28	$0
Assets. Value of employer real property at beginning of year	2022-02-28	$0
Contributions received in cash from employer	2022-02-28	$1,059,991
Employer contributions (assets) at end of year	2022-02-28	$0
Employer contributions (assets) at beginning of year	2022-02-28	$0
Income. Dividends from preferred stock	2022-02-28	$0
Income. Dividends from common stock	2022-02-28	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-02-28	$16,432,237
Asset. Corporate debt instrument preferred debt at end of year	2022-02-28	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-02-28	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-02-28	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-02-28	$0
Contract administrator fees	2022-02-28	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-02-28	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-02-28	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-02-28	$0
Liabilities. Value of benefit claims payable at end of year	2022-02-28	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-02-28	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-02-28	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-02-28	$0
Did the plan have assets held for investment	2022-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-02-28	No
Aggregate proceeds on sale of assets	2022-02-28	$0
Aggregate carrying amount (costs) on sale of assets	2022-02-28	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-02-28	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-02-28	$0
Opinion of an independent qualified public accountant for this plan	2022-02-28	Unqualified
Accountancy firm name	2022-02-28	SWAIMBROWN PA
Accountancy firm EIN	2022-02-28	570783795
2021 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2021 401k financial data
Total transfer of assets from this plan	2021-02-28	$96,771,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$11,130
Total income from all sources (including contributions)	2021-02-28	$36,519,870
Total of all expenses incurred	2021-02-28	$17,878,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$17,557,283
Value of total corrective distributions	2021-02-28	$797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$6,070,598
Value of total assets at end of year	2021-02-28	$130,272,932
Value of total assets at beginning of year	2021-02-28	$208,392,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$320,352
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$6,835,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-02-28	$6,835,834
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Contributions received from participants	2021-02-28	$3,733,528
Income. Received or receivable in cash from other sources (including rollovers)	2021-02-28	$362,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-02-28	$11,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Value of net income/loss	2021-02-28	$18,641,438
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$130,261,802
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$208,392,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Investment advisory and management fees	2021-02-28	$320,352
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$108,004,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$180,709,360
Value of interest in common/collective trusts at end of year	2021-02-28	$22,193,005
Value of interest in common/collective trusts at beginning of year	2021-02-28	$27,404,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$23,261,568
Net investment gain or loss from common/collective trusts	2021-02-28	$351,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	No
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Contributions received in cash from employer	2021-02-28	$1,974,428
Employer contributions (assets) at end of year	2021-02-28	$75,395
Employer contributions (assets) at beginning of year	2021-02-28	$278,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$17,557,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-02-28	No
Did the plan have assets held for investment	2021-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	No
Opinion of an independent qualified public accountant for this plan	2021-02-28	Disclaimer
Accountancy firm name	2021-02-28	SWAIMBROWN PA
Accountancy firm EIN	2021-02-28	570783795
2020 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2020 401k financial data
Total income from all sources (including contributions)	2020-02-28	$21,324,313
Total of all expenses incurred	2020-02-28	$21,781,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-02-28	$21,632,703
Value of total corrective distributions	2020-02-28	$3,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-02-28	$10,957,310
Value of total assets at end of year	2020-02-28	$208,392,196
Value of total assets at beginning of year	2020-02-28	$208,849,715
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-02-28	$146,118
Total dividends received (eg from common stock, registered investment company shares)	2020-02-28	$10,007,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-02-28	$10,007,296
Was this plan covered by a fidelity bond	2020-02-28	Yes
Value of fidelity bond cover	2020-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2020-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2020-02-28	No
Contributions received from participants	2020-02-28	$5,937,299
Income. Received or receivable in cash from other sources (including rollovers)	2020-02-28	$1,170,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-28	No
Value of net income/loss	2020-02-28	$-457,519
Value of net assets at end of year (total assets less liabilities)	2020-02-28	$208,392,196
Value of net assets at beginning of year (total assets less liabilities)	2020-02-28	$208,849,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-02-28	No
Were any leases to which the plan was party in default or uncollectible	2020-02-28	No
Investment advisory and management fees	2020-02-28	$146,118
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-02-28	$180,709,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-02-28	$176,275,656
Value of interest in common/collective trusts at end of year	2020-02-28	$27,404,333
Value of interest in common/collective trusts at beginning of year	2020-02-28	$29,094,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-02-28	$-190,754
Net investment gain or loss from common/collective trusts	2020-02-28	$550,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-02-28	No
Was there a failure to transmit to the plan any participant contributions	2020-02-28	No
Has the plan failed to provide any benefit when due under the plan	2020-02-28	No
Contributions received in cash from employer	2020-02-28	$3,849,310
Employer contributions (assets) at end of year	2020-02-28	$278,503
Employer contributions (assets) at beginning of year	2020-02-28	$3,479,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-02-28	$21,632,703
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-02-28	No
Did the plan have assets held for investment	2020-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2020-02-28	Disclaimer
Accountancy firm name	2020-02-28	SWAIMBROWN PA
Accountancy firm EIN	2020-02-28	570783795
2019 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-02-28	$0
2018 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2018 401k financial data
Total income from all sources (including contributions)	2018-02-28	$42,111,669
Total of all expenses incurred	2018-02-28	$12,177,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-02-28	$12,173,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-02-28	$17,428,552
Value of total assets at end of year	2018-02-28	$203,729,224
Value of total assets at beginning of year	2018-02-28	$173,794,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-02-28	$3,925
Total dividends received (eg from common stock, registered investment company shares)	2018-02-28	$7,825,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-02-28	$7,825,650
Was this plan covered by a fidelity bond	2018-02-28	Yes
Value of fidelity bond cover	2018-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2018-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2018-02-28	No
Contributions received from participants	2018-02-28	$5,941,955
Income. Received or receivable in cash from other sources (including rollovers)	2018-02-28	$3,880,704
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Value of net income/loss	2018-02-28	$29,934,307
Value of net assets at end of year (total assets less liabilities)	2018-02-28	$203,729,224
Value of net assets at beginning of year (total assets less liabilities)	2018-02-28	$173,794,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-02-28	No
Were any leases to which the plan was party in default or uncollectible	2018-02-28	No
Investment advisory and management fees	2018-02-28	$3,925
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-02-28	$170,328,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-02-28	$140,232,233
Value of interest in common/collective trusts at end of year	2018-02-28	$29,702,073
Value of interest in common/collective trusts at beginning of year	2018-02-28	$29,654,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-02-28	$16,439,442
Net investment gain or loss from common/collective trusts	2018-02-28	$418,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-02-28	No
Was there a failure to transmit to the plan any participant contributions	2018-02-28	No
Has the plan failed to provide any benefit when due under the plan	2018-02-28	Yes
Contributions received in cash from employer	2018-02-28	$7,605,893
Employer contributions (assets) at end of year	2018-02-28	$3,698,270
Employer contributions (assets) at beginning of year	2018-02-28	$3,907,914
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-02-28	$12,173,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-02-28	No
Did the plan have assets held for investment	2018-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2018-02-28	Disclaimer
Accountancy firm name	2018-02-28	SWAIMBROWN PA
Accountancy firm EIN	2018-02-28	570783795
2017 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2017 401k financial data
Total income from all sources (including contributions)	2017-02-28	$39,948,040
Total of all expenses incurred	2017-02-28	$9,697,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-02-28	$9,620,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-02-28	$15,097,802
Value of total assets at end of year	2017-02-28	$173,982,218
Value of total assets at beginning of year	2017-02-28	$143,731,533
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-02-28	$77,012
Total dividends received (eg from common stock, registered investment company shares)	2017-02-28	$5,063,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-02-28	$5,063,777
Was this plan covered by a fidelity bond	2017-02-28	Yes
Value of fidelity bond cover	2017-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2017-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2017-02-28	No
Contributions received from participants	2017-02-28	$5,324,242
Income. Received or receivable in cash from other sources (including rollovers)	2017-02-28	$2,230,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Value of net income/loss	2017-02-28	$30,250,685
Value of net assets at end of year (total assets less liabilities)	2017-02-28	$173,982,218
Value of net assets at beginning of year (total assets less liabilities)	2017-02-28	$143,731,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-02-28	No
Were any leases to which the plan was party in default or uncollectible	2017-02-28	No
Investment advisory and management fees	2017-02-28	$77,012
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-02-28	$140,232,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-02-28	$105,401,914
Value of interest in common/collective trusts at end of year	2017-02-28	$29,842,071
Value of interest in common/collective trusts at beginning of year	2017-02-28	$28,628,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-02-28	$19,646,193
Net investment gain or loss from common/collective trusts	2017-02-28	$140,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-02-28	No
Was there a failure to transmit to the plan any participant contributions	2017-02-28	No
Has the plan failed to provide any benefit when due under the plan	2017-02-28	Yes
Contributions received in cash from employer	2017-02-28	$7,542,671
Employer contributions (assets) at end of year	2017-02-28	$3,907,914
Employer contributions (assets) at beginning of year	2017-02-28	$9,701,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-02-28	$9,620,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-02-28	No
Did the plan have assets held for investment	2017-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2017-02-28	Disclaimer
Accountancy firm name	2017-02-28	SWAIMBROWN PA
Accountancy firm EIN	2017-02-28	570783795
2016 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2016 401k financial data
Total income from all sources (including contributions)	2016-02-29	$1,240,213
Total of all expenses incurred	2016-02-29	$13,927,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-02-29	$13,886,218
Value of total corrective distributions	2016-02-29	$14,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-02-29	$13,392,725
Value of total assets at end of year	2016-02-29	$143,731,533
Value of total assets at beginning of year	2016-02-29	$156,418,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-02-29	$26,887
Total dividends received (eg from common stock, registered investment company shares)	2016-02-29	$5,061,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-02-29	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-02-29	$5,061,817
Was this plan covered by a fidelity bond	2016-02-29	Yes
Value of fidelity bond cover	2016-02-29	$5,000,000
If this is an individual account plan, was there a blackout period	2016-02-29	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-02-29	$0
Were there any nonexempt tranactions with any party-in-interest	2016-02-29	No
Contributions received from participants	2016-02-29	$1,589,446
Income. Received or receivable in cash from other sources (including rollovers)	2016-02-29	$2,102,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-02-29	No
Value of net income/loss	2016-02-29	$-12,687,224
Value of net assets at end of year (total assets less liabilities)	2016-02-29	$143,731,533
Value of net assets at beginning of year (total assets less liabilities)	2016-02-29	$156,418,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-02-29	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-02-29	No
Were any leases to which the plan was party in default or uncollectible	2016-02-29	No
Investment advisory and management fees	2016-02-29	$26,887
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-02-29	$105,401,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-02-29	$121,085,817
Value of interest in common/collective trusts at end of year	2016-02-29	$28,628,614
Value of interest in common/collective trusts at beginning of year	2016-02-29	$25,612,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-02-29	$-17,450,255
Net investment gain or loss from common/collective trusts	2016-02-29	$235,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-02-29	No
Was there a failure to transmit to the plan any participant contributions	2016-02-29	No
Has the plan failed to provide any benefit when due under the plan	2016-02-29	No
Contributions received in cash from employer	2016-02-29	$9,701,005
Employer contributions (assets) at end of year	2016-02-29	$9,701,005
Employer contributions (assets) at beginning of year	2016-02-29	$9,720,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-02-29	$13,886,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-02-29	No
Did the plan have assets held for investment	2016-02-29	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-02-29	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-02-29	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-02-29	Yes
Opinion of an independent qualified public accountant for this plan	2016-02-29	Disclaimer
Accountancy firm name	2016-02-29	SWAIMBROWN PA
Accountancy firm EIN	2016-02-29	570783795
2015 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2015 401k financial data
Total income from all sources (including contributions)	2015-02-28	$20,129,562
Total of all expenses incurred	2015-02-28	$12,186,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-02-28	$12,348,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-02-28	$11,540,695
Value of total assets at end of year	2015-02-28	$156,418,757
Value of total assets at beginning of year	2015-02-28	$148,476,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-02-28	$-161,150
Total dividends received (eg from common stock, registered investment company shares)	2015-02-28	$6,889,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-02-28	$6,889,209
Was this plan covered by a fidelity bond	2015-02-28	Yes
Value of fidelity bond cover	2015-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2015-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2015-02-28	No
Contributions received from participants	2015-02-28	$1,448,173
Income. Received or receivable in cash from other sources (including rollovers)	2015-02-28	$344,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Value of net income/loss	2015-02-28	$7,942,617
Value of net assets at end of year (total assets less liabilities)	2015-02-28	$156,418,757
Value of net assets at beginning of year (total assets less liabilities)	2015-02-28	$148,476,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-02-28	No
Were any leases to which the plan was party in default or uncollectible	2015-02-28	No
Investment advisory and management fees	2015-02-28	$-161,150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-02-28	$121,085,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-02-28	$113,183,744
Value of interest in common/collective trusts at end of year	2015-02-28	$25,612,763
Value of interest in common/collective trusts at beginning of year	2015-02-28	$25,944,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-02-28	$1,491,750
Net investment gain or loss from common/collective trusts	2015-02-28	$207,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-02-28	No
Was there a failure to transmit to the plan any participant contributions	2015-02-28	No
Has the plan failed to provide any benefit when due under the plan	2015-02-28	No
Contributions received in cash from employer	2015-02-28	$9,748,129
Employer contributions (assets) at end of year	2015-02-28	$9,720,177
Employer contributions (assets) at beginning of year	2015-02-28	$9,347,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-02-28	$12,348,095
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-02-28	No
Did the plan have assets held for investment	2015-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2015-02-28	Disclaimer
Accountancy firm name	2015-02-28	SWAIMBROWN PA
Accountancy firm EIN	2015-02-28	570783795
2014 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2014 401k financial data
Total income from all sources (including contributions)	2014-02-28	$30,213,878
Total of all expenses incurred	2014-02-28	$6,495,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-02-28	$6,494,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-02-28	$10,993,843
Value of total assets at end of year	2014-02-28	$148,476,140
Value of total assets at beginning of year	2014-02-28	$124,757,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-02-28	$900
Total dividends received (eg from common stock, registered investment company shares)	2014-02-28	$4,722,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-02-28	$4,722,453
Was this plan covered by a fidelity bond	2014-02-28	Yes
Value of fidelity bond cover	2014-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2014-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2014-02-28	No
Contributions received from participants	2014-02-28	$1,344,530
Income. Received or receivable in cash from other sources (including rollovers)	2014-02-28	$271,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-02-28	No
Value of net income/loss	2014-02-28	$23,718,598
Value of net assets at end of year (total assets less liabilities)	2014-02-28	$148,476,140
Value of net assets at beginning of year (total assets less liabilities)	2014-02-28	$124,757,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-02-28	No
Were any leases to which the plan was party in default or uncollectible	2014-02-28	No
Investment advisory and management fees	2014-02-28	$900
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-02-28	$113,183,744
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-02-28	$91,042,855
Value of interest in common/collective trusts at end of year	2014-02-28	$25,944,724
Value of interest in common/collective trusts at beginning of year	2014-02-28	$25,296,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-02-28	$14,466,232
Net investment gain or loss from common/collective trusts	2014-02-28	$31,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-02-28	No
Was there a failure to transmit to the plan any participant contributions	2014-02-28	No
Has the plan failed to provide any benefit when due under the plan	2014-02-28	No
Contributions received in cash from employer	2014-02-28	$9,378,188
Employer contributions (assets) at end of year	2014-02-28	$9,347,672
Employer contributions (assets) at beginning of year	2014-02-28	$8,418,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-02-28	$6,494,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-02-28	No
Did the plan have assets held for investment	2014-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2014-02-28	Disclaimer
Accountancy firm name	2014-02-28	SWAIMBROWN PA
Accountancy firm EIN	2014-02-28	570783795
2013 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2013 401k financial data
Total income from all sources (including contributions)	2013-02-28	$16,748,313
Total of all expenses incurred	2013-02-28	$6,212,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-02-28	$6,208,033
Value of total corrective distributions	2013-02-28	$3,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-02-28	$9,770,166
Value of total assets at end of year	2013-02-28	$124,757,542
Value of total assets at beginning of year	2013-02-28	$114,221,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-02-28	$1,125
Total dividends received (eg from common stock, registered investment company shares)	2013-02-28	$2,490,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-02-28	$2,490,701
Was this plan covered by a fidelity bond	2013-02-28	Yes
Value of fidelity bond cover	2013-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2013-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2013-02-28	No
Contributions received from participants	2013-02-28	$1,251,514
Income. Received or receivable in cash from other sources (including rollovers)	2013-02-28	$100,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Value of net income/loss	2013-02-28	$10,535,645
Value of net assets at end of year (total assets less liabilities)	2013-02-28	$124,757,542
Value of net assets at beginning of year (total assets less liabilities)	2013-02-28	$114,221,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-02-28	No
Were any leases to which the plan was party in default or uncollectible	2013-02-28	No
Investment advisory and management fees	2013-02-28	$1,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-02-28	$91,042,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-02-28	$79,981,742
Value of interest in common/collective trusts at end of year	2013-02-28	$25,296,584
Value of interest in common/collective trusts at beginning of year	2013-02-28	$25,733,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-02-28	$4,175,675
Net investment gain or loss from common/collective trusts	2013-02-28	$311,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-02-28	No
Was there a failure to transmit to the plan any participant contributions	2013-02-28	No
Has the plan failed to provide any benefit when due under the plan	2013-02-28	No
Contributions received in cash from employer	2013-02-28	$8,418,103
Employer contributions (assets) at end of year	2013-02-28	$8,418,103
Employer contributions (assets) at beginning of year	2013-02-28	$8,506,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-02-28	$6,208,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-02-28	No
Did the plan have assets held for investment	2013-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2013-02-28	Disclaimer
Accountancy firm name	2013-02-28	SWAIMBROWN PA
Accountancy firm EIN	2013-02-28	570783795
2012 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2012 401k financial data
Total transfer of assets to this plan	2012-02-28	$0
Total income from all sources (including contributions)	2012-02-28	$11,968,066
Total of all expenses incurred	2012-02-28	$5,120,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-02-28	$5,026,892
Value of total corrective distributions	2012-02-28	$17,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-02-28	$9,812,270
Value of total assets at end of year	2012-02-28	$114,221,897
Value of total assets at beginning of year	2012-02-28	$107,373,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-02-28	$76,000
Total dividends received (eg from common stock, registered investment company shares)	2012-02-28	$1,642,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-02-28	$1,642,584
Was this plan covered by a fidelity bond	2012-02-28	Yes
Value of fidelity bond cover	2012-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2012-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2012-02-28	No
Contributions received from participants	2012-02-28	$1,167,423
Income. Received or receivable in cash from other sources (including rollovers)	2012-02-28	$111,227
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-02-28	No
Value of net income/loss	2012-02-28	$6,847,977
Value of net assets at end of year (total assets less liabilities)	2012-02-28	$114,221,897
Value of net assets at beginning of year (total assets less liabilities)	2012-02-28	$107,373,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-02-28	No
Were any leases to which the plan was party in default or uncollectible	2012-02-28	No
Investment advisory and management fees	2012-02-28	$76,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-02-28	$79,981,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-02-28	$75,473,904
Value of interest in common/collective trusts at end of year	2012-02-28	$25,733,668
Value of interest in common/collective trusts at beginning of year	2012-02-28	$23,711,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-02-28	$-290,051
Net investment gain or loss from common/collective trusts	2012-02-28	$803,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-02-28	No
Was there a failure to transmit to the plan any participant contributions	2012-02-28	No
Has the plan failed to provide any benefit when due under the plan	2012-02-28	No
Contributions received in cash from employer	2012-02-28	$8,533,620
Employer contributions (assets) at end of year	2012-02-28	$8,506,487
Employer contributions (assets) at beginning of year	2012-02-28	$8,188,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-02-28	$5,026,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-02-28	No
Did the plan have assets held for investment	2012-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2012-02-28	Disclaimer
Accountancy firm name	2012-02-28	SWAIMBROWN PA
Accountancy firm EIN	2012-02-28	570783795
2011 : J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2011 401k financial data
Total transfer of assets to this plan	2011-02-28	$2,313
Total income from all sources (including contributions)	2011-02-28	$23,194,818
Total of all expenses incurred	2011-02-28	$6,270,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-02-28	$6,194,825
Value of total corrective distributions	2011-02-28	$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-02-28	$9,465,187
Value of total assets at end of year	2011-02-28	$107,373,920
Value of total assets at beginning of year	2011-02-28	$90,447,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-02-28	$75,875
Total dividends received (eg from common stock, registered investment company shares)	2011-02-28	$988,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-02-28	$988,150
Was this plan covered by a fidelity bond	2011-02-28	Yes
Value of fidelity bond cover	2011-02-28	$5,000,000
If this is an individual account plan, was there a blackout period	2011-02-28	No
Were there any nonexempt tranactions with any party-in-interest	2011-02-28	No
Contributions received from participants	2011-02-28	$1,067,584
Income. Received or receivable in cash from other sources (including rollovers)	2011-02-28	$208,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-02-28	No
Value of net income/loss	2011-02-28	$16,923,879
Value of net assets at end of year (total assets less liabilities)	2011-02-28	$107,373,920
Value of net assets at beginning of year (total assets less liabilities)	2011-02-28	$90,447,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-02-28	No
Were any leases to which the plan was party in default or uncollectible	2011-02-28	No
Investment advisory and management fees	2011-02-28	$75,875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-02-28	$75,473,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-02-28	$55,283,280
Value of interest in common/collective trusts at end of year	2011-02-28	$23,711,021
Value of interest in common/collective trusts at beginning of year	2011-02-28	$26,846,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-02-28	$12,125,799
Net investment gain or loss from common/collective trusts	2011-02-28	$615,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-02-28	No
Was there a failure to transmit to the plan any participant contributions	2011-02-28	No
Has the plan failed to provide any benefit when due under the plan	2011-02-28	No
Contributions received in cash from employer	2011-02-28	$8,188,995
Employer contributions (assets) at end of year	2011-02-28	$8,188,995
Employer contributions (assets) at beginning of year	2011-02-28	$8,318,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-02-28	$6,194,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-02-28	No
Did the plan have assets held for investment	2011-02-28	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-02-28	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2011-02-28	Disclaimer
Accountancy firm name	2011-02-28	SWAIMBROWN PA
Accountancy firm EIN	2011-02-28	570783795

Form 5500 Responses for J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL

2022: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2022 form 5500 responses
2022-03-01	Type of plan entity	Single employer plan
2022-03-01	This submission is the final filing	No
2022-03-01	Plan is a collectively bargained plan	No
2022-03-01	Plan funding arrangement – Trust	Yes
2022-03-01	Plan benefit arrangement - Trust	Yes
2021: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2021 form 5500 responses
2021-03-01	Type of plan entity	Single employer plan
2021-03-01	Submission has been amended	No
2021-03-01	This submission is the final filing	No
2021-03-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-03-01	Plan is a collectively bargained plan	No
2021-03-01	Plan funding arrangement – Trust	Yes
2021-03-01	Plan benefit arrangement - Trust	Yes
2020: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2020 form 5500 responses
2020-02-29	Type of plan entity	Single employer plan
2020-02-29	Plan funding arrangement – Trust	Yes
2020-02-29	Plan benefit arrangement - Trust	Yes
2019: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2019 form 5500 responses
2019-03-01	Type of plan entity	Single employer plan
2019-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-03-01	Plan funding arrangement – Trust	Yes
2019-03-01	Plan benefit arrangement - Trust	Yes
2018: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2018 form 5500 responses
2018-03-01	Type of plan entity	Single employer plan
2018-03-01	Plan funding arrangement – Trust	Yes
2018-03-01	Plan benefit arrangement - Trust	Yes
2017: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2017 form 5500 responses
2017-03-01	Type of plan entity	Single employer plan
2017-03-01	Plan funding arrangement – Trust	Yes
2017-03-01	Plan benefit arrangement - Trust	Yes
2016: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2016 form 5500 responses
2016-03-01	Type of plan entity	Single employer plan
2016-03-01	Plan funding arrangement – Trust	Yes
2016-03-01	Plan benefit arrangement - Trust	Yes
2015: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2015 form 5500 responses
2015-03-01	Type of plan entity	Single employer plan
2015-03-01	Plan funding arrangement – Trust	Yes
2015-03-01	Plan benefit arrangement - Trust	Yes
2014: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2014 form 5500 responses
2014-03-01	Type of plan entity	Single employer plan
2014-03-01	Submission has been amended	Yes
2014-03-01	Plan funding arrangement – Trust	Yes
2014-03-01	Plan benefit arrangement - Trust	Yes
2013: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2013 form 5500 responses
2013-02-28	Type of plan entity	Single employer plan
2013-02-28	Plan funding arrangement – Trust	Yes
2013-02-28	Plan benefit arrangement - Trust	Yes
2012: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2012 form 5500 responses
2012-02-29	Type of plan entity	Single employer plan
2012-02-29	Plan funding arrangement – Trust	Yes
2012-02-29	Plan benefit arrangement - Trust	Yes
2011: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2011 form 5500 responses
2011-03-01	Type of plan entity	Single employer plan
2011-03-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-03-01	Plan funding arrangement – Trust	Yes
2011-03-01	Plan benefit arrangement - Trust	Yes
2010: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2010 form 5500 responses
2010-03-01	Type of plan entity	Single employer plan
2010-03-01	Plan funding arrangement – Trust	Yes
2010-03-01	Plan benefit arrangement - Trust	Yes
2009: J M SMITH CORPORATION PROFIT SHARING AND 401(K) PL 2009 form 5500 responses
2009-03-01	Type of plan entity	Single employer plan
2009-03-01	This submission is the final filing	No
2009-03-01	Plan funding arrangement – Trust	Yes
2009-03-01	Plan benefit arrangement - Trust	Yes

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Company Name:	J M SMITH CORPORATION
Employer identification number (EIN):	570276334
NAIC Classification:	424210
NAIC Description:	Drugs and Druggists' Sundries Merchant Wholesalers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4786487