401k Plan data: SMITH AUTO FAMILY 401(K) PLAN plan

SMITH AUTO FAMILY 401(K) PLAN 401k Plan overview

Plan Name	SMITH AUTO FAMILY 401(K) PLAN
Plan identification number	001

SMITH AUTO FAMILY 401(K) PLAN 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.
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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 SOUTH PLAINS LLC has sponsored the creation of one or more 401k plans.

Company Name: SMITH SOUTH PLAINS LLC

Employer identification number (EIN): 752788337

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITH AUTO FAMILY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 CHRISTOPHER HULSE 2019-06-07
001 2017-01-01 CHRISTOPHER HULSE 2018-07-13
001 2016-01-01 CHRISTOPHER HULSE 2017-06-28
001 2015-01-01 CHRISTOPHER HULSE 2016-07-10
001 2014-01-01 ALAN B SVEDLOW 2015-07-15
001 2013-01-01 ALAN B SVEDLOW 2014-07-11
001 2012-01-01 ALAN B SVEDLOW 2013-07-26
001 2011-01-01 ALAN B. SVEDLOW 2012-07-28
001 2010-01-01 ALAN B. SVEDLOW
001 2009-01-01 ALAN B. SVEDLOW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	CHRISTOPHER HULSE	2019-06-07
001	2017-01-01	CHRISTOPHER HULSE	2018-07-13
001	2016-01-01	CHRISTOPHER HULSE	2017-06-28
001	2015-01-01	CHRISTOPHER HULSE	2016-07-10
001	2014-01-01	ALAN B SVEDLOW	2015-07-15
001	2013-01-01	ALAN B SVEDLOW	2014-07-11
001	2012-01-01	ALAN B SVEDLOW	2013-07-26
001	2011-01-01	ALAN B. SVEDLOW	2012-07-28
001	2010-01-01	ALAN B. SVEDLOW
001	2009-01-01	ALAN B. SVEDLOW

Plan Statistics for SMITH AUTO FAMILY 401(K) PLAN

401k plan membership statisitcs for SMITH AUTO FAMILY 401(K) PLAN

Measure Date Value
2025: SMITH AUTO FAMILY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-11 85
Total number of particpants at end of year 2025-07-11 87
Number of Participants With Account Balances 2025-07-11 81
2024: SMITH AUTO FAMILY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-16 83
Total number of particpants at end of year 2024-05-16 83
Number of Participants With Account Balances 2024-05-16 81
2022: SMITH AUTO FAMILY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-05-11 65
Total number of particpants at end of year 2022-05-11 72
Number of Participants With Account Balances 2022-05-11 68
2010: SMITH AUTO FAMILY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 34
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 36
Number of participants with account balances 2010-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: SMITH AUTO FAMILY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 36
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2025: SMITH AUTO FAMILY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-11	85
Total number of particpants at end of year	2025-07-11	87
Number of Participants With Account Balances	2025-07-11	81
2024: SMITH AUTO FAMILY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-16	83
Total number of particpants at end of year	2024-05-16	83
Number of Participants With Account Balances	2024-05-16	81
2022: SMITH AUTO FAMILY 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-05-11	65
Total number of particpants at end of year	2022-05-11	72
Number of Participants With Account Balances	2022-05-11	68
2010: SMITH AUTO FAMILY 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	34
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	36
Number of participants with account balances	2010-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: SMITH AUTO FAMILY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	36
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on SMITH AUTO FAMILY 401(K) PLAN

Measure	Date	Value
2025 : SMITH AUTO FAMILY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-11	0
Total expenses incurred by plan in this plan year	2025-07-11	398837
Net assets as of the end of the plan year	2025-07-11	4318592
Total assets as of the beginning of the plan year	2025-07-11	3694912
Value of plan covered by a fidelity bond	2025-07-11	400000
Participant contributions to plan in this plan year	2025-07-11	274548
Value of participant loans at end of plan year	2025-07-11	254816
Other contributions to plan in this plan year	2025-07-11	58478
Other income to plan in this plan year	2025-07-11	504039
Plan net income in this plan year	2025-07-11	623680
Net assets as of the end of the plan year	2025-07-11	4318592
Net assets as of the beginning of the plan year	2025-07-11	3694912
Employer contributions to plan in this plan year	2025-07-11	185452
Fees paid to broker by Benefit Provider	2025-07-11	3179
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-11	4859
2024 : SMITH AUTO FAMILY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-16	235166
Net assets as of the end of the plan year	2024-05-16	3694912
Total assets as of the beginning of the plan year	2024-05-16	2893054
Value of plan covered by a fidelity bond	2024-05-16	400000
Participant contributions to plan in this plan year	2024-05-16	278584
Value of participant loans at end of plan year	2024-05-16	160257
Other income to plan in this plan year	2024-05-16	517442
Plan net income in this plan year	2024-05-16	801858
Net assets as of the end of the plan year	2024-05-16	3694912
Net assets as of the beginning of the plan year	2024-05-16	2893054
Employer contributions to plan in this plan year	2024-05-16	240998
Fees paid to broker by Benefit Provider	2024-05-16	2511
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-16	2085
2022 : SMITH AUTO FAMILY 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-11	117716
Net assets as of the end of the plan year	2022-05-11	3406805
Total assets as of the beginning of the plan year	2022-05-11	2648234
Value of plan covered by a fidelity bond	2022-05-11	400000
Participant contributions to plan in this plan year	2022-05-11	240399
Value of participant loans at end of plan year	2022-05-11	228603
Other income to plan in this plan year	2022-05-11	412220
Plan net income in this plan year	2022-05-11	758571
Net assets as of the end of the plan year	2022-05-11	3406805
Net assets as of the beginning of the plan year	2022-05-11	2648234
Employer contributions to plan in this plan year	2022-05-11	223668
Fees paid to broker by Benefit Provider	2022-05-11	1874
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-11	2229
2010 : SMITH AUTO FAMILY 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$101,164
Expenses. Total of all expenses incurred	2010-12-31	$27,735
Benefits paid (including direct rollovers)	2010-12-31	$22,538
Total plan assets at end of year	2010-12-31	$444,052
Total plan assets at beginning of year	2010-12-31	$370,623
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$37,993
Expenses. Other expenses not covered elsewhere	2010-12-31	$200
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$34,307
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$73,429
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$444,052
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$370,623
Assets. Value of participant loans	2010-12-31	$10,671
Total contributions received or receivable from employer(s)	2010-12-31	$28,864
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$4,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : SMITH AUTO FAMILY 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for SMITH AUTO FAMILY 401(K) PLAN

2010: SMITH AUTO FAMILY 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SMITH AUTO FAMILY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SMITH SOUTH PLAINS LLC
Employer identification number (EIN):	752788337
NAIC Classification:	441110
NAIC Description:	New Car Dealers