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THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN
Plan identification number 001

THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

JOHN H & CYNTHIA LEE SMET FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:JOHN H & CYNTHIA LEE SMET FOUNDATION
Employer identification number (EIN):954399946
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01

Financial Data on THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-250
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-25220
Net assets as of the end of the plan year2025-04-25695270
Total assets as of the beginning of the plan year2025-04-25403674
Value of plan covered by a fidelity bond2025-04-2541000
Participant contributions to plan in this plan year2025-04-2544017
Other expenses paid from plan in this plan year2025-04-250
Other contributions to plan in this plan year2025-04-25109320
Other income to plan in this plan year2025-04-2572424
Plan net income in this plan year2025-04-25291596
Net assets as of the end of the plan year2025-04-25695270
Net assets as of the beginning of the plan year2025-04-25403674
Employer contributions to plan in this plan year2025-04-2566055
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-25220
2024 : THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-24200
Net assets as of the end of the plan year2024-06-24403674
Total assets as of the beginning of the plan year2024-06-24240284
Value of plan covered by a fidelity bond2024-06-2424029
Participant contributions to plan in this plan year2024-06-2440361
Other contributions to plan in this plan year2024-06-246805
Other income to plan in this plan year2024-06-2458126
Plan net income in this plan year2024-06-24163390
Net assets as of the end of the plan year2024-06-24403674
Net assets as of the beginning of the plan year2024-06-24240284
Employer contributions to plan in this plan year2024-06-2458298
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-24200
2022 : THE JOHN H AND CYNTHIA LEE SMET FOUNDATION 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-10125
Net assets as of the end of the plan year2022-06-10193152
Total assets as of the beginning of the plan year2022-06-10108879
Value of plan covered by a fidelity bond2022-06-1010000
Participant contributions to plan in this plan year2022-06-1016263
Other contributions to plan in this plan year2022-06-1018023
Other income to plan in this plan year2022-06-1020334
Plan net income in this plan year2022-06-1084273
Net assets as of the end of the plan year2022-06-10193152
Net assets as of the beginning of the plan year2022-06-10108879
Employer contributions to plan in this plan year2022-06-1029778
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-10125

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