401k Plan data: CONE & SMITH, P.C. 401K PLAN plan

CONE & SMITH, P.C. 401K PLAN 401k Plan overview

Plan Name	CONE & SMITH, P.C. 401K PLAN
Plan identification number	001

CONE & SMITH, P.C. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

CONE & SMITH, P.C. JENNY M. CONE has sponsored the creation of one or more 401k plans.

Company Name: CONE & SMITH, P.C. JENNY M. CONE

Employer identification number (EIN): 631223562

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONE & SMITH, P.C. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JENNY M CONE
001 2016-01-01 JENNY M CONE
001 2015-01-01 JENNY M CONE
001 2014-01-01
001 2013-01-01
001 2012-01-01 JENNY M. CONE
001 2011-01-01 JENNY M. CONE
001 2010-01-01 JENNY M. CONE
001 2009-01-01 JENNY M. CONE

Plan Statistics for CONE & SMITH, P.C. 401K PLAN

401k plan membership statisitcs for CONE & SMITH, P.C. 401K PLAN

Measure Date Value
2022: CONE & SMITH, P.C. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CONE & SMITH, P.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 6
Number of participants with account balances 2021-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CONE & SMITH, P.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 6
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CONE & SMITH, P.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 5
Number of participants with account balances 2019-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CONE & SMITH, P.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 5
Number of participants with account balances 2018-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CONE & SMITH, P.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 5
Number of participants with account balances 2017-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CONE & SMITH, P.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CONE & SMITH, P.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 4
Number of participants with account balances 2015-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONE & SMITH, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Total of all active and inactive participants 2014-01-01 4
Total participants 2014-01-01 4
Number of participants with account balances 2014-01-01 4
2013: CONE & SMITH, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: CONE & SMITH, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Total of all active and inactive participants 2012-01-01 3
Total participants 2012-01-01 3
Number of participants with account balances 2012-01-01 3
2011: CONE & SMITH, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Total of all active and inactive participants 2011-01-01 3
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
2010: CONE & SMITH, P.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Total of all active and inactive participants 2010-01-01 3
Total participants 2010-01-01 3
Number of participants with account balances 2010-01-01 3
2009: CONE & SMITH, P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Total of all active and inactive participants 2009-01-01 3
Total participants 2009-01-01 3
Number of participants with account balances 2009-01-01 3

Measure	Date	Value
2022: CONE & SMITH, P.C. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CONE & SMITH, P.C. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	6
Number of participants with account balances	2021-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CONE & SMITH, P.C. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	6
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CONE & SMITH, P.C. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	5
Number of participants with account balances	2019-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CONE & SMITH, P.C. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	5
Number of participants with account balances	2018-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CONE & SMITH, P.C. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	5
Number of participants with account balances	2017-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CONE & SMITH, P.C. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CONE & SMITH, P.C. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	4
Number of participants with account balances	2015-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONE & SMITH, P.C. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Total of all active and inactive participants	2014-01-01	4
Total participants	2014-01-01	4
Number of participants with account balances	2014-01-01	4
2013: CONE & SMITH, P.C. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: CONE & SMITH, P.C. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Total of all active and inactive participants	2012-01-01	3
Total participants	2012-01-01	3
Number of participants with account balances	2012-01-01	3
2011: CONE & SMITH, P.C. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Total of all active and inactive participants	2011-01-01	3
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
2010: CONE & SMITH, P.C. 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Total of all active and inactive participants	2010-01-01	3
Total participants	2010-01-01	3
Number of participants with account balances	2010-01-01	3
2009: CONE & SMITH, P.C. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Total of all active and inactive participants	2009-01-01	3
Total participants	2009-01-01	3
Number of participants with account balances	2009-01-01	3

Financial Data on CONE & SMITH, P.C. 401K PLAN

Measure	Date	Value
2022 : CONE & SMITH, P.C. 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-131,070
Expenses. Total of all expenses incurred	2022-12-31	$2,751
Total plan assets at end of year	2022-12-31	$1,009,026
Total plan assets at beginning of year	2022-12-31	$1,142,847
Total contributions received or receivable from participants	2022-12-31	$70,836
Expenses. Other expenses not covered elsewhere	2022-12-31	$2,751
Other income received	2022-12-31	$-228,646
Net income (gross income less expenses)	2022-12-31	$-133,821
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,009,026
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,142,847
Total contributions received or receivable from employer(s)	2022-12-31	$26,740
2021 : CONE & SMITH, P.C. 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$88,419
Expenses. Total of all expenses incurred	2021-12-31	$9,541
Benefits paid (including direct rollovers)	2021-12-31	$5,000
Total plan assets at end of year	2021-12-31	$1,142,847
Total plan assets at beginning of year	2021-12-31	$1,063,969
Total contributions received or receivable from participants	2021-12-31	$70,384
Expenses. Other expenses not covered elsewhere	2021-12-31	$4,541
Other income received	2021-12-31	$-11,628
Net income (gross income less expenses)	2021-12-31	$78,878
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,142,847
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,063,969
Total contributions received or receivable from employer(s)	2021-12-31	$29,663
2020 : CONE & SMITH, P.C. 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$281,151
Expenses. Total of all expenses incurred	2020-12-31	$3,296
Total plan assets at end of year	2020-12-31	$1,063,969
Total plan assets at beginning of year	2020-12-31	$786,114
Total contributions received or receivable from participants	2020-12-31	$67,791
Expenses. Other expenses not covered elsewhere	2020-12-31	$3,296
Other income received	2020-12-31	$188,721
Net income (gross income less expenses)	2020-12-31	$277,855
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,063,969
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$786,114
Total contributions received or receivable from employer(s)	2020-12-31	$24,639
2019 : CONE & SMITH, P.C. 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$272,764
Expenses. Total of all expenses incurred	2019-12-31	$52,647
Benefits paid (including direct rollovers)	2019-12-31	$50,000
Total plan assets at end of year	2019-12-31	$786,114
Total plan assets at beginning of year	2019-12-31	$565,997
Total contributions received or receivable from participants	2019-12-31	$46,231
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,647
Other income received	2019-12-31	$203,212
Net income (gross income less expenses)	2019-12-31	$220,117
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$786,114
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$565,997
Total contributions received or receivable from employer(s)	2019-12-31	$23,321
2018 : CONE & SMITH, P.C. 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$6,053
Expenses. Total of all expenses incurred	2018-12-31	$22,585
Benefits paid (including direct rollovers)	2018-12-31	$20,000
Total plan assets at end of year	2018-12-31	$565,997
Total plan assets at beginning of year	2018-12-31	$582,529
Total contributions received or receivable from participants	2018-12-31	$61,137
Expenses. Other expenses not covered elsewhere	2018-12-31	$2,585
Other income received	2018-12-31	$-72,333
Net income (gross income less expenses)	2018-12-31	$-16,532
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$565,997
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$582,529
Total contributions received or receivable from employer(s)	2018-12-31	$17,249
2017 : CONE & SMITH, P.C. 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$104,587
Expenses. Total of all expenses incurred	2017-12-31	$1,345
Total plan assets at end of year	2017-12-31	$582,529
Total plan assets at beginning of year	2017-12-31	$479,287
Total contributions received or receivable from participants	2017-12-31	$33,002
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,345
Other income received	2017-12-31	$56,767
Net income (gross income less expenses)	2017-12-31	$103,242
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$582,529
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$479,287
Total contributions received or receivable from employer(s)	2017-12-31	$14,818
2016 : CONE & SMITH, P.C. 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$110,478
Expenses. Total of all expenses incurred	2016-12-31	$27,000
Benefits paid (including direct rollovers)	2016-12-31	$27,000
Total plan assets at end of year	2016-12-31	$479,287
Total plan assets at beginning of year	2016-12-31	$395,809
Total contributions received or receivable from participants	2016-12-31	$31,030
Other income received	2016-12-31	$64,698
Net income (gross income less expenses)	2016-12-31	$83,478
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$479,287
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$395,809
Total contributions received or receivable from employer(s)	2016-12-31	$14,750
2015 : CONE & SMITH, P.C. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$2,343
Expenses. Total of all expenses incurred	2015-12-31	$40,000
Benefits paid (including direct rollovers)	2015-12-31	$40,000
Total plan assets at end of year	2015-12-31	$395,809
Total plan assets at beginning of year	2015-12-31	$433,466
Total contributions received or receivable from participants	2015-12-31	$42,057
Other income received	2015-12-31	$-53,415
Net income (gross income less expenses)	2015-12-31	$-37,657
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$395,809
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$433,466
Total contributions received or receivable from employer(s)	2015-12-31	$13,701
2014 : CONE & SMITH, P.C. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,112
Expenses. Total of all expenses incurred	2014-12-31	$28,000
Benefits paid (including direct rollovers)	2014-12-31	$28,000
Total plan assets at end of year	2014-12-31	$433,466
Total plan assets at beginning of year	2014-12-31	$383,354
Total contributions received or receivable from participants	2014-12-31	$36,959
Other income received	2014-12-31	$22,588
Net income (gross income less expenses)	2014-12-31	$50,112
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$433,466
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$383,354
Total contributions received or receivable from employer(s)	2014-12-31	$18,565
2013 : CONE & SMITH, P.C. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$84,017
Expenses. Total of all expenses incurred	2013-12-31	$20,000
Benefits paid (including direct rollovers)	2013-12-31	$20,000
Total plan assets at end of year	2013-12-31	$383,354
Total plan assets at beginning of year	2013-12-31	$319,337
Total contributions received or receivable from participants	2013-12-31	$37,961
Other income received	2013-12-31	$46,056
Net income (gross income less expenses)	2013-12-31	$64,017
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$383,354
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$319,337
2012 : CONE & SMITH, P.C. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$101,550
Expenses. Total of all expenses incurred	2012-12-31	$30,000
Benefits paid (including direct rollovers)	2012-12-31	$30,000
Total plan assets at end of year	2012-12-31	$319,337
Total plan assets at beginning of year	2012-12-31	$247,787
Total contributions received or receivable from participants	2012-12-31	$43,689
Other income received	2012-12-31	$57,861
Net income (gross income less expenses)	2012-12-31	$71,550
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$319,337
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$247,787
2011 : CONE & SMITH, P.C. 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$76,640
Total income from all sources	2011-12-31	$34,204
Total plan assets at end of year	2011-12-31	$247,787
Total plan assets at beginning of year	2011-12-31	$136,943
Total contributions received or receivable from participants	2011-12-31	$46,704
Other income received	2011-12-31	$-12,500
Net income (gross income less expenses)	2011-12-31	$34,204
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$247,787
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$136,943
2010 : CONE & SMITH, P.C. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$60,812
Expenses. Total of all expenses incurred	2010-12-31	$40,000
Total plan assets at end of year	2010-12-31	$136,943
Total plan assets at beginning of year	2010-12-31	$116,131
Total contributions received or receivable from participants	2010-12-31	$34,588
Other income received	2010-12-31	$26,224
Net income (gross income less expenses)	2010-12-31	$20,812
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$136,943
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$116,131
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$40,000

Form 5500 Responses for CONE & SMITH, P.C. 401K PLAN

2022: CONE & SMITH, P.C. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONE & SMITH, P.C. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONE & SMITH, P.C. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONE & SMITH, P.C. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONE & SMITH, P.C. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CONE & SMITH, P.C. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CONE & SMITH, P.C. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONE & SMITH, P.C. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONE & SMITH, P.C. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CONE & SMITH, P.C. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CONE & SMITH, P.C. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONE & SMITH, P.C. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CONE & SMITH, P.C. 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CONE & SMITH, P.C. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CONE & SMITH, P.C. JENNY M. CONE
Employer identification number (EIN):	631223562
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants