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| Plan Name | JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLAN |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | JAMES, SMITH, DIETTERICK & CONNELLY, LLP |
| Employer identification number (EIN): | 251584038 |
| NAIC Classification: | 541110 |
| NAIC Description: | Offices of Lawyers |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2022-05-01 |
| Measure | Date | Value |
|---|---|---|
| 2022: JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLAN 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-05-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 42 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| Total of all active and inactive participants | 2022-05-01 | 42 |
| Measure | Date | Value |
|---|---|---|
| 2023 : JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLAN 2023 401k financial data | ||
| Total plan liabilities at end of year | 2023-04-30 | $37,804 |
| Total plan liabilities at beginning of year | 2023-04-30 | $0 |
| Total income from all sources | 2023-04-30 | $260,149 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $296,252 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $182,135 |
| Total plan assets at end of year | 2023-04-30 | $1,701 |
| Total plan assets at beginning of year | 2023-04-30 | $0 |
| Value of fidelity bond covering the plan | 2023-04-30 | $300,000 |
| Total contributions received or receivable from participants | 2023-04-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $104,951 |
| Contributions received from other sources (not participants or employers) | 2023-04-30 | $0 |
| Other income received | 2023-04-30 | $66 |
| Net income (gross income less expenses) | 2023-04-30 | $-36,103 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $-36,103 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $260,083 |
| Value of corrective distributions | 2023-04-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-04-30 | $9,166 |
| 2022: JAMES, SMITH, DIETTERICK & CONNELLY, LLP EMPLOYEE BENEFIT PLAN 2022 form 5500 responses | ||
|---|---|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | First time form 5500 has been submitted | Yes |
| 2022-05-01 | Submission has been amended | No |
| 2022-05-01 | This submission is the final filing | No |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan funding arrangement – Trust | Yes |
| 2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 148515 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 63289,1587,443 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 2 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 30800051-221 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 3 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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