SMS CORP OFFICE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE
Measure | Date | Value |
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2022: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 401k membership |
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Total participants, beginning-of-year | 2022-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 25 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
Total of all active and inactive participants | 2022-05-01 | 25 |
2021: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 21 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
Total of all active and inactive participants | 2021-05-01 | 21 |
2020: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 27 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
Total of all active and inactive participants | 2020-05-01 | 27 |
2019: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 39 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
Total of all active and inactive participants | 2019-05-01 | 39 |
2018: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 35 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 35 |
Measure | Date | Value |
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2023 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2023 401k financial data |
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Total income from all sources | 2023-04-30 | $172,814 |
Expenses. Total of all expenses incurred | 2023-04-30 | $172,814 |
Benefits paid (including direct rollovers) | 2023-04-30 | $79,782 |
Value of fidelity bond covering the plan | 2023-04-30 | $10,000 |
Expenses. Other expenses not covered elsewhere | 2023-04-30 | $93,032 |
Net income (gross income less expenses) | 2023-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-04-30 | $172,814 |
2022 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 401k financial data |
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Total income from all sources | 2022-04-30 | $162,711 |
Expenses. Total of all expenses incurred | 2022-04-30 | $164,065 |
Benefits paid (including direct rollovers) | 2022-04-30 | $78,068 |
Total plan assets at beginning of year | 2022-04-30 | $1,354 |
Value of fidelity bond covering the plan | 2022-04-30 | $9,000 |
Expenses. Other expenses not covered elsewhere | 2022-04-30 | $85,997 |
Net income (gross income less expenses) | 2022-04-30 | $-1,354 |
Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $1,354 |
Total contributions received or receivable from employer(s) | 2022-04-30 | $162,711 |
2021 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 401k financial data |
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Total plan liabilities at beginning of year | 2021-04-30 | $0 |
Total income from all sources | 2021-04-30 | $190,304 |
Expenses. Total of all expenses incurred | 2021-04-30 | $188,950 |
Benefits paid (including direct rollovers) | 2021-04-30 | $85,891 |
Total plan assets at end of year | 2021-04-30 | $1,354 |
Total plan assets at beginning of year | 2021-04-30 | $0 |
Value of fidelity bond covering the plan | 2021-04-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2021-04-30 | $103,059 |
Net income (gross income less expenses) | 2021-04-30 | $1,354 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $1,354 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $190,304 |
2020 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 401k financial data |
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Total plan liabilities at end of year | 2020-04-30 | $0 |
Total plan liabilities at beginning of year | 2020-04-30 | $0 |
Total income from all sources | 2020-04-30 | $216,363 |
Expenses. Total of all expenses incurred | 2020-04-30 | $233,796 |
Benefits paid (including direct rollovers) | 2020-04-30 | $114,222 |
Total plan assets at end of year | 2020-04-30 | $0 |
Total plan assets at beginning of year | 2020-04-30 | $17,433 |
Value of fidelity bond covering the plan | 2020-04-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2020-04-30 | $119,574 |
Net income (gross income less expenses) | 2020-04-30 | $-17,433 |
Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $17,433 |
Total contributions received or receivable from employer(s) | 2020-04-30 | $216,363 |
2019 : EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 401k financial data |
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Total plan liabilities at end of year | 2019-04-30 | $0 |
Total plan liabilities at beginning of year | 2019-04-30 | $0 |
Total income from all sources | 2019-04-30 | $214,399 |
Expenses. Total of all expenses incurred | 2019-04-30 | $196,966 |
Benefits paid (including direct rollovers) | 2019-04-30 | $76,625 |
Total plan assets at end of year | 2019-04-30 | $17,433 |
Total plan assets at beginning of year | 2019-04-30 | $0 |
Value of fidelity bond covering the plan | 2019-04-30 | $30,000 |
Expenses. Other expenses not covered elsewhere | 2019-04-30 | $120,341 |
Net income (gross income less expenses) | 2019-04-30 | $17,433 |
Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $17,433 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2019-04-30 | $214,399 |
2022: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2022 form 5500 responses |
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2022-05-01 | Type of plan entity | Single employer plan |
2022-05-01 | Submission has been amended | No |
2022-05-01 | This submission is the final filing | No |
2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-05-01 | Plan is a collectively bargained plan | No |
2022-05-01 | Plan funding arrangement – Insurance | Yes |
2022-05-01 | Plan funding arrangement – Trust | Yes |
2022-05-01 | Plan benefit arrangement – Insurance | Yes |
2022-05-01 | Plan benefit arrangement - Trust | Yes |
2021: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2021 form 5500 responses |
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2021-05-01 | Type of plan entity | Single employer plan |
2021-05-01 | Submission has been amended | No |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | No |
2021-05-01 | Plan funding arrangement – Insurance | Yes |
2021-05-01 | Plan funding arrangement – Trust | Yes |
2021-05-01 | Plan benefit arrangement – Insurance | Yes |
2021-05-01 | Plan benefit arrangement - Trust | Yes |
2020: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2020 form 5500 responses |
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2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | Submission has been amended | Yes |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Insurance | Yes |
2020-05-01 | Plan funding arrangement – Trust | Yes |
2020-05-01 | Plan benefit arrangement – Insurance | Yes |
2020-05-01 | Plan benefit arrangement - Trust | Yes |
2019: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2019 form 5500 responses |
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2019-05-01 | Type of plan entity | Single employer plan |
2019-05-01 | Submission has been amended | No |
2019-05-01 | This submission is the final filing | No |
2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-05-01 | Plan is a collectively bargained plan | No |
2019-05-01 | Plan funding arrangement – Insurance | Yes |
2019-05-01 | Plan funding arrangement – Trust | Yes |
2019-05-01 | Plan benefit arrangement – Insurance | Yes |
2019-05-01 | Plan benefit arrangement - Trust | Yes |
2018: EMPLOYEE HEALTH PLAN OF SMS CORP OFFICE 2018 form 5500 responses |
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2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | First time form 5500 has been submitted | Yes |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-06-01 | Plan is a collectively bargained plan | No |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – Trust | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement - Trust | Yes |
NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 14469 NFA 0702 |
Policy instance | 1 |
Insurance contract or identification number | 14469 NFA 0702 | Number of Individuals Covered | 38 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $74,233 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 14469 NFA 0702 |
Policy instance | 1 |
Insurance contract or identification number | 14469 NFA 0702 | Number of Individuals Covered | 38 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $69,839 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 14469 NFA 0702 |
Policy instance | 1 |
Insurance contract or identification number | 14469 NFA 0702 | Number of Individuals Covered | 39 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $79,789 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 14469 NFA 0702 |
Policy instance | 1 |
Insurance contract or identification number | 14469 NFA 0702 | Number of Individuals Covered | 61 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $91,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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NFA HEALTH PLUS INCORPORATED CELL (National Association of Insurance Commissioners NAIC id number: 0 ) |
Policy contract number | 14469 NFA 0702 |
Policy instance | 1 |
Insurance contract or identification number | 14469 NFA 0702 | Number of Individuals Covered | 51 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-04-30 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $92,761 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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