GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN 401k Plan overview

GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN Benefits

401k Sponsoring company profile

Company Name:	GREGORY S. SMITH & ASSOCIATES, P.A.
Employer identification number (EIN):	571065896
NAIC Classification:	621112
NAIC Description:	Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01	GARY BERMAN	2019-09-23	GREGORY S. SMITH	2019-09-23
002	2017-01-01	GARY BERMAN	2018-10-15	GREGORY S. SMITH	2018-10-15
002	2016-01-01	GARY BERMAN	2017-08-14	GREGORY S. SMITH	2017-08-14
002	2015-01-01	GARY BERMAN	2016-10-13	GREGORY S. SMITH	2016-10-13
002	2014-01-01	GREGORY S. SMITH	2015-10-15
002	2013-01-01	GREGORY S. SMITH	2014-09-04
002	2012-01-01	GREGORY S. SMITH	2013-10-02
002	2011-01-01	GREGORY S. SMITH	2012-10-03

Plan Statistics for GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN

Measure	Date	Value
2018: GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	610,474
Acturial value of plan assets	2018-12-31	610,474
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	94,513
Active participant vested funding target	2018-12-31	544,735
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	544,735
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	639,248
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	59,329
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	59,329
Present value of excess contributions	2018-12-31	47,690
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	47,690
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	72,186
Total employer contributions	2018-12-31	102,470
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	105,436
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	77,819
Net shortfall amortization installment of oustanding balance	2018-12-31	104,926
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	94,948
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	94,948
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	105,436
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	608,563
Acturial value of plan assets	2017-12-31	608,563
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	502,798
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	502,798
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	502,798
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	53,424
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	8,576
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	44,848
Present value of excess contributions	2017-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	59,329
Total employer contributions	2017-12-31	95,297
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	97,013
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	92,440
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	49,323
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	49,323
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	97,013
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: GREGORY S. SMITH & ASSOCIATES DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	415,149
Acturial value of plan assets	2016-12-31	415,149
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	383,375
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	383,375
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	383,375
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	69,136
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	14,821
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	54,315
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	53,424
Total employer contributions	2016-12-31	77,945
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	80,196
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	83,530
Net shortfall amortization installment of oustanding balance	2016-12-31	24,701
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	89,262
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	9,066
Additional cash requirement	2016-12-31	80,196
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	80,196
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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