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PROFIT SHARING PLAN OF JEFFREY D. SMITH 401k Plan overview

Plan NamePROFIT SHARING PLAN OF JEFFREY D. SMITH
Plan identification number 001

PROFIT SHARING PLAN OF JEFFREY D. SMITH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

J.T. SMITH COMPANIES has sponsored the creation of one or more 401k plans.

Company Name:J.T. SMITH COMPANIES
Employer identification number (EIN):931237624
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING PLAN OF JEFFREY D. SMITH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01JEFFREY SMITH2018-03-15 JEFFREY SMITH2018-03-15
0012016-01-01JEFFREY SMITH2017-03-08 JEFFREY SMITH2017-03-08
0012015-01-01JEFFERY SMITH2016-03-14 JEFFERY SMITH2016-03-14
0012014-01-01JEFFERY SMITH2015-04-07 JEFFERY SMITH2015-04-07
0012013-01-01JEFFERY D SMITH2014-03-10 JEFFERY D SMITH2014-03-10
0012012-01-01JEFFREY SMITH2013-03-12 JEFFREY SMITH2013-03-12
0012011-01-01JEFFERY D. SMITH2012-10-12 JEFFERY D. SMITH2012-10-12
0012009-01-01JEFFREY SMITH JEFFREY SMITH2010-10-14

Plan Statistics for PROFIT SHARING PLAN OF JEFFREY D. SMITH

401k plan membership statisitcs for PROFIT SHARING PLAN OF JEFFREY D. SMITH

Measure Date Value
2009: PROFIT SHARING PLAN OF JEFFREY D. SMITH 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PROFIT SHARING PLAN OF JEFFREY D. SMITH

Measure Date Value
2010 : PROFIT SHARING PLAN OF JEFFREY D. SMITH 2010 401k financial data
Total income from all sources2010-12-31$29,617
Expenses. Total of all expenses incurred2010-12-31$1,500
Total plan assets at end of year2010-12-31$260,976
Total plan assets at beginning of year2010-12-31$232,859
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$1,500
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$29,617
Net income (gross income less expenses)2010-12-31$28,117
Net plan assets at end of year (total assets less liabilities)2010-12-31$260,976
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$232,859
Assets. Value of assets in partnership/joint-venture interests2010-12-31$64,938
Total contributions received or receivable from employer(s)2010-12-31$0

Form 5500 Responses for PROFIT SHARING PLAN OF JEFFREY D. SMITH

2009: PROFIT SHARING PLAN OF JEFFREY D. SMITH 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

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