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S & S RETIREMENT PLAN 401k Plan overview

Plan NameS & S RETIREMENT PLAN
Plan identification number 001

S & S RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan covering Self-Employed individuals.
  • 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

SMITH & SMITH ATTORNEYS has sponsored the creation of one or more 401k plans.

Company Name:SMITH & SMITH ATTORNEYS
Employer identification number (EIN):610407791
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan S & S RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01W. KEVIN SMITH2024-06-28
0012022-01-01W. KEVIN SMITH2023-04-04
0012021-01-01W. KEVIN SMITH2022-03-28
0012020-01-01W. KEVIN SMITH2021-05-12
0012019-01-01W. KEVIN SMITH2020-05-27
0012018-01-01W. KEVIN SMITH2019-04-24
0012017-01-01W. KEVIN SMITH2018-05-29
0012016-01-01W. KEVIN SMITH2017-05-03
0012015-01-01W KEVIN SMITH2016-05-03
0012014-01-01W KEVIN SMITH2015-07-22
0012013-01-01W KEVIN SMITH2014-03-11
0012012-01-01W KEVIN SMITH2013-03-12 W KEVIN SMITH2013-03-12
0012011-01-01W KEVIN SMITH2012-05-31
0012010-01-01W KEVIN SMITH2011-03-10
0012009-01-01
0012009-01-01W KEVIN SMITH W KEVIN SMITH2010-09-01

Financial Data on S & S RETIREMENT PLAN

Measure Date Value
2025 : S & S RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-073960
Net assets as of the end of the plan year2025-07-076735091
Total assets as of the beginning of the plan year2025-07-075813289
Value of plan covered by a fidelity bond2025-07-07500000
Participant contributions to plan in this plan year2025-07-0764389
Other income to plan in this plan year2025-07-07718349
Plan net income in this plan year2025-07-07921802
Net assets as of the end of the plan year2025-07-076735091
Net assets as of the beginning of the plan year2025-07-075813289
Employer contributions to plan in this plan year2025-07-07143024
2024 : S & S RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-282884
Net assets as of the end of the plan year2024-06-285813289
Total assets as of the beginning of the plan year2024-06-284885754
Value of plan covered by a fidelity bond2024-06-28500000
Participant contributions to plan in this plan year2024-06-2863042
Other income to plan in this plan year2024-06-28737461
Plan net income in this plan year2024-06-28927535
Net assets as of the end of the plan year2024-06-285813289
Net assets as of the beginning of the plan year2024-06-284885754
Employer contributions to plan in this plan year2024-06-28129916
2009 : S & S RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for S & S RETIREMENT PLAN

2009: S & S RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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