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| Plan Name | INDIVIDUAL 401(K) BENJAMIN CLEVELAND SMITH, III CHARLES SCHWAB & CO INC CUST BENJAMIN CLEVELAND SMITH, III |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | BENJAMIN CLEVELAND SMITH, III |
| Employer identification number (EIN): | 823844998 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 |
| Measure | Date | Value |
|---|---|---|
| 2019 : INDIVIDUAL 401(K) BENJAMIN CLEVELAND SMITH, III CHARLES SCHWAB & CO INC CUST BENJAMIN CLEVELAND SMITH, III 2019 401k financial data | ||
| 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 | $239,430 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $999,203 |
| Total plan assets at beginning of year | 2019-12-31 | $759,773 |
| Total contributions received or receivable from participants | 2019-12-31 | $19,000 |
| Other income received | 2019-12-31 | $183,930 |
| Net income (gross income less expenses) | 2019-12-31 | $239,430 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $999,203 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $759,773 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $36,500 |
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