401k Plan data: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN plan

LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN
Plan identification number	002

LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Plan covering Self-Employed individuals.
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.
Life insurance

401k Sponsoring company profile

LAW OFFICES OF GREGORY W. SMITH has sponsored the creation of one or more 401k plans.

Company Name: LAW OFFICES OF GREGORY W. SMITH

Employer identification number (EIN): 954538393

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2016-01-01
002 2016-01-01
002 2015-01-01 GREGORY W. SMITH 2016-10-17
002 2014-01-01 GREGORY W. SMITH 2015-10-15
002 2013-01-01 GREGORY W. SMITH 2014-10-08
002 2012-01-01 GREGORY W. SMITH 2013-10-02
002 2011-01-01 GREGORY W. SMITH
002 2010-01-01 GREGORY W. SMITH 2011-10-12

Plan Statistics for LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN

Measure Date Value
2020: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,072,303
Acturial value of plan assets 2020-12-31 3,072,303
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 1
Fundng target for terminated vested participants 2020-12-31 97
Active participant vested funding target 2020-12-31 2,647,528
Number of active participants 2020-12-31 4
Total funding liabilities for active participants 2020-12-31 2,652,018
Total participant count 2020-12-31 5
Total funding target for all participants 2020-12-31 2,652,115
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 6,068
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 6,068
Present value of excess contributions 2020-12-31 290,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 290,053
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 6,857
Total employer contributions 2020-12-31 0
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 102,125
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,876,753
Acturial value of plan assets 2019-12-31 2,876,753
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 1
Fundng target for terminated vested participants 2019-12-31 42
Active participant vested funding target 2019-12-31 2,389,102
Number of active participants 2019-12-31 4
Total funding liabilities for active participants 2019-12-31 2,393,418
Total participant count 2019-12-31 5
Total funding target for all participants 2019-12-31 2,393,460
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 6,260
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 6,260
Present value of excess contributions 2019-12-31 269,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 269,125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 6,068
Total employer contributions 2019-12-31 300,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 290,053
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 134,544
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 290,053
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,176,855
Acturial value of plan assets 2018-12-31 2,176,855
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,136,124
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 2,140,362
Total participant count 2018-12-31 5
Total funding target for all participants 2018-12-31 2,140,362
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 5,830
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 5,830
Present value of excess contributions 2018-12-31 269,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 269,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 6,260
Total employer contributions 2018-12-31 400,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 385,068
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 145,817
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 115,943
Additional cash requirement 2018-12-31 115,943
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 385,068
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,943,155
Acturial value of plan assets 2017-12-31 1,943,155
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 1,811,760
Number of active participants 2017-12-31 4
Total funding liabilities for active participants 2017-12-31 1,812,809
Total participant count 2017-12-31 4
Total funding target for all participants 2017-12-31 1,812,809
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 5,637
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 5,637
Present value of excess contributions 2017-12-31 85,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 85,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 5,830
Total employer contributions 2017-12-31 300,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 295,262
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 149,807
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 25,633
Additional cash requirement 2017-12-31 25,633
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 295,262
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,571,749
Acturial value of plan assets 2016-12-31 1,571,749
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,554,067
Number of active participants 2016-12-31 2
Total funding liabilities for active participants 2016-12-31 1,554,067
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,554,067
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 5,731
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 5,731
Present value of excess contributions 2016-12-31 26,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 26,024
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 5,637
Total employer contributions 2016-12-31 250,000
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 240,166
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 166,150
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 154,438
Additional cash requirement 2016-12-31 154,438
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 240,166
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
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 0
Total of all active and inactive participants 2011-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2

Measure	Date	Value
2020: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,072,303
Acturial value of plan assets	2020-12-31	3,072,303
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	1
Fundng target for terminated vested participants	2020-12-31	97
Active participant vested funding target	2020-12-31	2,647,528
Number of active participants	2020-12-31	4
Total funding liabilities for active participants	2020-12-31	2,652,018
Total participant count	2020-12-31	5
Total funding target for all participants	2020-12-31	2,652,115
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	6,068
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	6,068
Present value of excess contributions	2020-12-31	290,053
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	290,053
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	6,857
Total employer contributions	2020-12-31	0
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	102,125
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,876,753
Acturial value of plan assets	2019-12-31	2,876,753
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	1
Fundng target for terminated vested participants	2019-12-31	42
Active participant vested funding target	2019-12-31	2,389,102
Number of active participants	2019-12-31	4
Total funding liabilities for active participants	2019-12-31	2,393,418
Total participant count	2019-12-31	5
Total funding target for all participants	2019-12-31	2,393,460
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	6,260
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	6,260
Present value of excess contributions	2019-12-31	269,125
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	269,125
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	6,068
Total employer contributions	2019-12-31	300,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	290,053
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	134,544
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	290,053
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,176,855
Acturial value of plan assets	2018-12-31	2,176,855
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,136,124
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,140,362
Total participant count	2018-12-31	5
Total funding target for all participants	2018-12-31	2,140,362
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	5,830
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	5,830
Present value of excess contributions	2018-12-31	269,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	269,629
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	6,260
Total employer contributions	2018-12-31	400,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	385,068
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	145,817
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	115,943
Additional cash requirement	2018-12-31	115,943
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	385,068
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,943,155
Acturial value of plan assets	2017-12-31	1,943,155
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	1,811,760
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	1,812,809
Total participant count	2017-12-31	4
Total funding target for all participants	2017-12-31	1,812,809
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	5,637
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	5,637
Present value of excess contributions	2017-12-31	85,728
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	85,728
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	5,830
Total employer contributions	2017-12-31	300,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	295,262
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	149,807
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	25,633
Additional cash requirement	2017-12-31	25,633
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	295,262
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,571,749
Acturial value of plan assets	2016-12-31	1,571,749
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,554,067
Number of active participants	2016-12-31	2
Total funding liabilities for active participants	2016-12-31	1,554,067
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,554,067
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	5,731
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	5,731
Present value of excess contributions	2016-12-31	26,024
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	26,024
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	5,637
Total employer contributions	2016-12-31	250,000
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	240,166
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	166,150
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	154,438
Additional cash requirement	2016-12-31	154,438
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	240,166
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
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	0
Total of all active and inactive participants	2011-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2

Financial Data on LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$67,466
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$468,904
Total plan assets at beginning of year	2011-12-31	$401,438
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-47,534
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$67,466
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$468,904
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$401,438
Total contributions received or receivable from employer(s)	2011-12-31	$115,000
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0

Form 5500 Responses for LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN

2011: LAW OFFICES OF GREGORY W. SMITH DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

VARIOUS

Policy instance

Insurance contract or identification number	VARIOUS
Number of Individuals Covered	2
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $513
Are there contracts with allocated funds for individual policies?	Yes

Potentially related plans

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Company Name:	LAW OFFICES OF GREGORY W. SMITH
Employer identification number (EIN):	954538393
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2016-01-01
002	2016-01-01
002	2015-01-01	GREGORY W. SMITH	2016-10-17
002	2014-01-01	GREGORY W. SMITH	2015-10-15
002	2013-01-01	GREGORY W. SMITH	2014-10-08
002	2012-01-01	GREGORY W. SMITH	2013-10-02
002	2011-01-01	GREGORY W. SMITH
002	2010-01-01	GREGORY W. SMITH	2011-10-12