?>
Plan Name | SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SMITH & CARR, P.C. |
Employer identification number (EIN): | 760613998 |
NAIC Classification: | 541110 |
NAIC Description: | Offices of Lawyers |
Additional information about SMITH & CARR, P.C.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1999-08-09 |
Company Identification Number: | 0092572302 |
Legal Registered Office Address: |
4900 WOODWAY DR STE 1000 HOUSTON United States of America (USA) 77056 |
More information about SMITH & CARR, P.C.
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 | DIANA SEPULVEDA | |||
001 | 2017-01-01 | DIANA SEPULVEDA | |||
001 | 2016-01-01 | DIANA SEPULVEDA | STEPHEN T. SMITH | 2017-08-15 | |
001 | 2015-01-01 | DIANA SEPULVEDA | |||
001 | 2014-01-01 | DIANA SEPULVEDA | |||
001 | 2013-01-01 | DIANA SEPULVEDA | STEPHEN SMITH | 2014-08-29 | |
001 | 2012-01-01 | DIANA SEPULVEDA | STEPHEN T. SMITH | 2013-07-22 | |
001 | 2011-01-01 | DIANA SEPULVEDA | STEPHEN T. SMITH | 2012-07-16 | |
001 | 2010-01-01 | DIANA SEPULVEDA | STEPHEN T. SMITH | 2011-07-01 | |
001 | 2009-01-01 | DIANA SEPULVEDA | STEPHEN T. SMITH | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2022: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 29 |
Total participants | 2022-01-01 | 29 |
Number of participants with account balances | 2022-01-01 | 26 |
2021: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 9 |
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 | 12 |
Total of all active and inactive participants | 2021-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 21 |
Number of participants with account balances | 2021-01-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 12 |
Total of all active and inactive participants | 2020-01-01 | 28 |
Total participants | 2020-01-01 | 28 |
Number of participants with account balances | 2020-01-01 | 25 |
2019: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
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 | 12 |
Total of all active and inactive participants | 2019-01-01 | 26 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 26 |
Number of participants with account balances | 2019-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
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 | 13 |
Total of all active and inactive participants | 2018-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 29 |
Number of participants with account balances | 2018-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 18 |
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 | 11 |
Total of all active and inactive participants | 2017-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 29 |
Number of participants with account balances | 2017-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 18 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 29 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 29 |
Number of participants with account balances | 2016-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 20 |
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 | 11 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 31 |
Number of participants with account balances | 2015-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 30 |
Total participants | 2014-01-01 | 30 |
Number of participants with account balances | 2014-01-01 | 26 |
2013: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9 |
Total of all active and inactive participants | 2013-01-01 | 25 |
Total participants | 2013-01-01 | 25 |
Number of participants with account balances | 2013-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 3 |
2012: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 23 |
Number of participants with account balances | 2012-01-01 | 23 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 22 |
Number of participants with account balances | 2011-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2010: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 17 |
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 | 6 |
Total of all active and inactive participants | 2010-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 23 |
Number of participants with account balances | 2010-01-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 15 |
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 | 6 |
Total of all active and inactive participants | 2009-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 21 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-1,133,906 |
Expenses. Total of all expenses incurred | 2022-12-31 | $39,913 |
Benefits paid (including direct rollovers) | 2022-12-31 | $39,070 |
Total plan assets at end of year | 2022-12-31 | $4,760,833 |
Total plan assets at beginning of year | 2022-12-31 | $5,934,652 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $104,819 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,269,414 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-1,173,819 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,760,833 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,934,652 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $30,689 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $843 |
2021 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $978,081 |
Expenses. Total of all expenses incurred | 2021-12-31 | $32,646 |
Benefits paid (including direct rollovers) | 2021-12-31 | $31,791 |
Total plan assets at end of year | 2021-12-31 | $5,934,652 |
Total plan assets at beginning of year | 2021-12-31 | $4,989,217 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $111,589 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $829,748 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $945,435 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,934,652 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,989,217 |
Assets. Value of participant loans | 2021-12-31 | $5,032 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $36,744 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $855 |
2020 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,471,946 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,157,455 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,156,555 |
Total plan assets at end of year | 2020-12-31 | $4,989,217 |
Total plan assets at beginning of year | 2020-12-31 | $4,674,726 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $106,017 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $1,326,998 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $314,491 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,989,217 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,674,726 |
Assets. Value of participant loans | 2020-12-31 | $17,521 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $38,931 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $900 |
2019 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,221,349 |
Expenses. Total of all expenses incurred | 2019-12-31 | $14,159 |
Benefits paid (including direct rollovers) | 2019-12-31 | $13,046 |
Total plan assets at end of year | 2019-12-31 | $4,674,726 |
Total plan assets at beginning of year | 2019-12-31 | $3,467,536 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $112,460 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,068,938 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,207,190 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,674,726 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,467,536 |
Assets. Value of participant loans | 2019-12-31 | $4,070 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $39,951 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,113 |
2018 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-138,188 |
Expenses. Total of all expenses incurred | 2018-12-31 | $576,939 |
Benefits paid (including direct rollovers) | 2018-12-31 | $575,086 |
Total plan assets at end of year | 2018-12-31 | $3,467,536 |
Total plan assets at beginning of year | 2018-12-31 | $4,182,663 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $114,649 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-296,004 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-715,127 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,467,536 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,182,663 |
Assets. Value of participant loans | 2018-12-31 | $7,096 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $43,167 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,853 |
2017 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $995,565 |
Expenses. Total of all expenses incurred | 2017-12-31 | $23,758 |
Benefits paid (including direct rollovers) | 2017-12-31 | $22,813 |
Total plan assets at end of year | 2017-12-31 | $4,182,663 |
Total plan assets at beginning of year | 2017-12-31 | $3,210,856 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $132,316 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $814,191 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $971,807 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,182,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,210,856 |
Assets. Value of participant loans | 2017-12-31 | $4,667 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $49,058 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $945 |
2016 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $406,328 |
Expenses. Total of all expenses incurred | 2016-12-31 | $25,568 |
Benefits paid (including direct rollovers) | 2016-12-31 | $23,185 |
Total plan assets at end of year | 2016-12-31 | $3,210,856 |
Total plan assets at beginning of year | 2016-12-31 | $2,830,096 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $126,010 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $231,432 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $380,760 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,210,856 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,830,096 |
Assets. Value of participant loans | 2016-12-31 | $8,874 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $48,886 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,383 |
2015 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $252,245 |
Expenses. Total of all expenses incurred | 2015-12-31 | $4,638 |
Benefits paid (including direct rollovers) | 2015-12-31 | $3,478 |
Total plan assets at end of year | 2015-12-31 | $2,830,096 |
Total plan assets at beginning of year | 2015-12-31 | $2,582,489 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $130,943 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $50,375 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $247,607 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,830,096 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,582,489 |
Assets. Value of participant loans | 2015-12-31 | $13,744 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $70,927 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,160 |
2014 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $401,335 |
Expenses. Total of all expenses incurred | 2014-12-31 | $1,689 |
Benefits paid (including direct rollovers) | 2014-12-31 | $973 |
Total plan assets at end of year | 2014-12-31 | $2,582,489 |
Total plan assets at beginning of year | 2014-12-31 | $2,182,843 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $117,360 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $230,352 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $399,646 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,582,489 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,182,843 |
Assets. Value of participant loans | 2014-12-31 | $1,969 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $53,623 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $716 |
2013 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $661,040 |
Expenses. Total of all expenses incurred | 2013-12-31 | $9,604 |
Benefits paid (including direct rollovers) | 2013-12-31 | $8,881 |
Total plan assets at end of year | 2013-12-31 | $2,182,843 |
Total plan assets at beginning of year | 2013-12-31 | $1,531,407 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $165,951 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $433,809 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $651,436 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,182,843 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,531,407 |
Assets. Value of participant loans | 2013-12-31 | $6,206 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $61,280 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $723 |
2012 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $369,995 |
Expenses. Total of all expenses incurred | 2012-12-31 | $99,949 |
Benefits paid (including direct rollovers) | 2012-12-31 | $97,073 |
Total plan assets at end of year | 2012-12-31 | $1,531,407 |
Total plan assets at beginning of year | 2012-12-31 | $1,261,361 |
Value of fidelity bond covering the plan | 2012-12-31 | $112,572 |
Total contributions received or receivable from participants | 2012-12-31 | $122,831 |
Other income received | 2012-12-31 | $191,840 |
Net income (gross income less expenses) | 2012-12-31 | $270,046 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,531,407 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,261,361 |
Assets. Value of participant loans | 2012-12-31 | $4,465 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $55,324 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,876 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $140,585 |
Expenses. Total of all expenses incurred | 2011-12-31 | $4,939 |
Benefits paid (including direct rollovers) | 2011-12-31 | $4,308 |
Total plan assets at end of year | 2011-12-31 | $1,261,361 |
Total plan assets at beginning of year | 2011-12-31 | $1,125,715 |
Value of fidelity bond covering the plan | 2011-12-31 | $112,572 |
Total contributions received or receivable from participants | 2011-12-31 | $98,082 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $3,495 |
Other income received | 2011-12-31 | $-18,543 |
Net income (gross income less expenses) | 2011-12-31 | $135,646 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,261,361 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,125,715 |
Assets. Value of participant loans | 2011-12-31 | $3,508 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $57,551 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $631 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $230,998 |
Expenses. Total of all expenses incurred | 2010-12-31 | $2,148 |
Benefits paid (including direct rollovers) | 2010-12-31 | $1,435 |
Total plan assets at end of year | 2010-12-31 | $1,125,715 |
Total plan assets at beginning of year | 2010-12-31 | $896,865 |
Total contributions received or receivable from participants | 2010-12-31 | $68,322 |
Other income received | 2010-12-31 | $131,050 |
Net income (gross income less expenses) | 2010-12-31 | $228,850 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,125,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $896,865 |
Assets. Value of participant loans | 2010-12-31 | $6,134 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $31,626 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $713 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 |
2022: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SMITH & CARR, P.C. 401(K) PROFIT SHARING PLAN & TRUST 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 funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |