DAVID E. SMITH, M.D., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2020 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-09-30 | $0 |
| Total plan liabilities at end of year | 2020-09-30 | $0 |
| Total plan liabilities at beginning of year | 2020-09-30 | $0 |
| Total income from all sources | 2020-09-30 | $12,833 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $76,227 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $73,227 |
| Total plan assets at end of year | 2020-09-30 | $1,068,811 |
| Total plan assets at beginning of year | 2020-09-30 | $1,132,205 |
| Value of fidelity bond covering the plan | 2020-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $3,000 |
| Contributions received from other sources (not participants or employers) | 2020-09-30 | $0 |
| Other income received | 2020-09-30 | $12,833 |
| Noncash contributions received | 2020-09-30 | $0 |
| Net income (gross income less expenses) | 2020-09-30 | $-63,394 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $1,068,811 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $1,132,205 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-09-30 | $933,931 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2020-09-30 | $0 |
| Value of corrective distributions | 2020-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $0 |
| 2019 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-09-30 | $0 |
| Total plan liabilities at end of year | 2019-09-30 | $0 |
| Total plan liabilities at beginning of year | 2019-09-30 | $0 |
| Total income from all sources | 2019-09-30 | $59,541 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $59,508 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $59,508 |
| Total plan assets at end of year | 2019-09-30 | $1,132,205 |
| Total plan assets at beginning of year | 2019-09-30 | $1,132,172 |
| Value of fidelity bond covering the plan | 2019-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2019-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-09-30 | $0 |
| Other income received | 2019-09-30 | $59,541 |
| Noncash contributions received | 2019-09-30 | $0 |
| Net income (gross income less expenses) | 2019-09-30 | $33 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $1,132,205 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $1,132,172 |
| Assets. Value of assets in partnership/joint-venture interests | 2019-09-30 | $934,798 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2019-09-30 | $0 |
| Value of corrective distributions | 2019-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-09-30 | $0 |
| 2018 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-09-30 | $0 |
| Total plan liabilities at end of year | 2018-09-30 | $0 |
| Total plan liabilities at beginning of year | 2018-09-30 | $0 |
| Total income from all sources | 2018-09-30 | $38,019 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $56,922 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $56,922 |
| Total plan assets at end of year | 2018-09-30 | $1,132,172 |
| Total plan assets at beginning of year | 2018-09-30 | $1,151,075 |
| Value of fidelity bond covering the plan | 2018-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2018-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2018-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-09-30 | $0 |
| Other income received | 2018-09-30 | $38,019 |
| Noncash contributions received | 2018-09-30 | $0 |
| Net income (gross income less expenses) | 2018-09-30 | $-18,903 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $1,132,172 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $1,151,075 |
| Assets. Value of assets in partnership/joint-venture interests | 2018-09-30 | $946,324 |
| Total contributions received or receivable from employer(s) | 2018-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2018-09-30 | $0 |
| Value of corrective distributions | 2018-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-09-30 | $0 |
| 2017 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-09-30 | $0 |
| Total plan liabilities at beginning of year | 2017-09-30 | $0 |
| Total income from all sources | 2017-09-30 | $46,191 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $56,237 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $56,237 |
| Total plan assets at end of year | 2017-09-30 | $1,151,075 |
| Total plan assets at beginning of year | 2017-09-30 | $1,161,121 |
| Value of fidelity bond covering the plan | 2017-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2017-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-09-30 | $0 |
| Other income received | 2017-09-30 | $46,191 |
| Noncash contributions received | 2017-09-30 | $0 |
| Net income (gross income less expenses) | 2017-09-30 | $-10,046 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $1,151,075 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $1,161,121 |
| Assets. Value of assets in partnership/joint-venture interests | 2017-09-30 | $920,305 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2017-09-30 | $0 |
| Value of corrective distributions | 2017-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-09-30 | $0 |
| 2016 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-09-30 | $0 |
| Total plan liabilities at end of year | 2016-09-30 | $0 |
| Total plan liabilities at beginning of year | 2016-09-30 | $0 |
| Total income from all sources | 2016-09-30 | $26,928 |
| Expenses. Total of all expenses incurred | 2016-09-30 | $70,841 |
| Benefits paid (including direct rollovers) | 2016-09-30 | $70,841 |
| Total plan assets at end of year | 2016-09-30 | $1,161,121 |
| Total plan assets at beginning of year | 2016-09-30 | $1,205,034 |
| Value of fidelity bond covering the plan | 2016-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2016-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2016-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-09-30 | $0 |
| Other income received | 2016-09-30 | $26,928 |
| Noncash contributions received | 2016-09-30 | $0 |
| Net income (gross income less expenses) | 2016-09-30 | $-43,913 |
| Net plan assets at end of year (total assets less liabilities) | 2016-09-30 | $1,161,121 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-09-30 | $1,205,034 |
| Assets. Value of assets in partnership/joint-venture interests | 2016-09-30 | $938,970 |
| Total contributions received or receivable from employer(s) | 2016-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2016-09-30 | $0 |
| Value of corrective distributions | 2016-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-09-30 | $0 |
| 2015 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-09-30 | $0 |
| Total plan liabilities at beginning of year | 2015-09-30 | $0 |
| Total income from all sources | 2015-09-30 | $33,326 |
| Expenses. Total of all expenses incurred | 2015-09-30 | $58,084 |
| Benefits paid (including direct rollovers) | 2015-09-30 | $58,084 |
| Total plan assets at end of year | 2015-09-30 | $1,205,034 |
| Total plan assets at beginning of year | 2015-09-30 | $1,229,792 |
| Total contributions received or receivable from participants | 2015-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-09-30 | $0 |
| Other income received | 2015-09-30 | $33,326 |
| Noncash contributions received | 2015-09-30 | $0 |
| Net income (gross income less expenses) | 2015-09-30 | $-24,758 |
| Net plan assets at end of year (total assets less liabilities) | 2015-09-30 | $1,205,034 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-09-30 | $1,229,792 |
| Assets. Value of assets in partnership/joint-venture interests | 2015-09-30 | $954,668 |
| Total contributions received or receivable from employer(s) | 2015-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2015-09-30 | $0 |
| Value of corrective distributions | 2015-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-09-30 | $0 |
| 2013 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-09-30 | $0 |
| Total plan liabilities at end of year | 2013-09-30 | $0 |
| Total plan liabilities at beginning of year | 2013-09-30 | $0 |
| Total income from all sources | 2013-09-30 | $42,831 |
| Expenses. Total of all expenses incurred | 2013-09-30 | $60,752 |
| Benefits paid (including direct rollovers) | 2013-09-30 | $60,455 |
| Total plan assets at end of year | 2013-09-30 | $1,210,277 |
| Total plan assets at beginning of year | 2013-09-30 | $1,228,198 |
| Value of fidelity bond covering the plan | 2013-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2013-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2013-09-30 | $297 |
| Contributions received from other sources (not participants or employers) | 2013-09-30 | $0 |
| Other income received | 2013-09-30 | $42,831 |
| Noncash contributions received | 2013-09-30 | $0 |
| Net income (gross income less expenses) | 2013-09-30 | $-17,921 |
| Net plan assets at end of year (total assets less liabilities) | 2013-09-30 | $1,210,277 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-09-30 | $1,228,198 |
| Assets. Value of assets in partnership/joint-venture interests | 2013-09-30 | $977,705 |
| Total contributions received or receivable from employer(s) | 2013-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2013-09-30 | $0 |
| Value of corrective distributions | 2013-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-09-30 | $0 |
| 2012 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-09-30 | $0 |
| Total plan liabilities at end of year | 2012-09-30 | $0 |
| Total plan liabilities at beginning of year | 2012-09-30 | $0 |
| Total income from all sources | 2012-09-30 | $107,159 |
| Expenses. Total of all expenses incurred | 2012-09-30 | $61,392 |
| Benefits paid (including direct rollovers) | 2012-09-30 | $61,392 |
| Total plan assets at end of year | 2012-09-30 | $1,228,198 |
| Total plan assets at beginning of year | 2012-09-30 | $1,182,431 |
| Value of fidelity bond covering the plan | 2012-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2012-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2012-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2012-09-30 | $0 |
| Other income received | 2012-09-30 | $107,159 |
| Noncash contributions received | 2012-09-30 | $0 |
| Net income (gross income less expenses) | 2012-09-30 | $45,767 |
| Net plan assets at end of year (total assets less liabilities) | 2012-09-30 | $1,228,198 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-09-30 | $1,182,431 |
| Assets. Value of assets in partnership/joint-venture interests | 2012-09-30 | $953,164 |
| Total contributions received or receivable from employer(s) | 2012-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2012-09-30 | $0 |
| Value of corrective distributions | 2012-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-09-30 | $0 |
| 2011 : DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $253,433 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $35,292 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $35,292 |
| Total plan assets at end of year | 2011-09-30 | $1,182,431 |
| Total plan assets at beginning of year | 2011-09-30 | $964,290 |
| Value of fidelity bond covering the plan | 2011-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-09-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $0 |
| Other income received | 2011-09-30 | $253,433 |
| Noncash contributions received | 2011-09-30 | $0 |
| Net income (gross income less expenses) | 2011-09-30 | $218,141 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $1,182,431 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $964,290 |
| Assets. Value of assets in partnership/joint-venture interests | 2011-09-30 | $908,998 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $0 |
| Value of certain deemed distributions of participant loans | 2011-09-30 | $0 |
| Value of corrective distributions | 2011-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
| 2019: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Submission has been amended | No |
| 2018-10-01 | This submission is the final filing | No |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-10-01 | Plan is a collectively bargained plan | No |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Submission has been amended | No |
| 2017-10-01 | This submission is the final filing | No |
| 2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-10-01 | Plan is a collectively bargained plan | No |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Submission has been amended | No |
| 2016-10-01 | This submission is the final filing | No |
| 2016-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-10-01 | Plan is a collectively bargained plan | No |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Submission has been amended | No |
| 2015-10-01 | This submission is the final filing | No |
| 2015-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-10-01 | Plan is a collectively bargained plan | No |
| 2015-10-01 | Plan funding arrangement – Trust | Yes |
| 2015-10-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Submission has been amended | No |
| 2014-10-01 | This submission is the final filing | No |
| 2014-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-10-01 | Plan is a collectively bargained plan | No |
| 2014-10-01 | Plan funding arrangement – Trust | Yes |
| 2014-10-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Submission has been amended | No |
| 2012-10-01 | This submission is the final filing | No |
| 2012-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-01 | Plan is a collectively bargained plan | No |
| 2012-10-01 | Plan funding arrangement – Trust | Yes |
| 2012-10-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Submission has been amended | No |
| 2011-10-01 | This submission is the final filing | No |
| 2011-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-01 | Plan is a collectively bargained plan | No |
| 2011-10-01 | Plan funding arrangement – Trust | Yes |
| 2011-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DAVID E. SMITH, M.D., INC. PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
