?>
Logo

SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 401k Plan overview

Plan NameSMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN
Plan identification number 001

SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

SMITHVILLE COMMUNICATIONS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SMITHVILLE COMMUNICATIONS, INC.
Employer identification number (EIN):350666710
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARYANNE DORSEY
0012016-01-01MARYANNE DORSEY
0012015-01-01STEVE RUSSELL
0012014-01-01MARYANNE DORSEY
0012013-01-01KEITH KNIPSTEIN
0012012-01-01KEITH KNIPSTEIN
0012011-01-01KEITH KNIPSTEIN
0012009-01-01DON PITTMAN

Plan Statistics for SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN

401k plan membership statisitcs for SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN

Measure Date Value
2022: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3127,482,818
Acturial value of plan assets2022-12-3127,588,919
Funding target for retired participants and beneficiaries receiving payment2022-12-3113,666,940
Number of terminated vested participants2022-12-3162
Fundng target for terminated vested participants2022-12-311,647,116
Active participant vested funding target2022-12-318,656,964
Number of active participants2022-12-31100
Total funding liabilities for active participants2022-12-318,813,191
Total participant count2022-12-31240
Total funding target for all participants2022-12-3124,127,247
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-312,918,192
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-312,918,192
Present value of excess contributions2022-12-311,530,259
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,616,566
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31229,423
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-312,867,362
Total employer contributions2022-12-311,250,000
Total employee contributions2022-12-31213,561
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-311,176,467
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31594,310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-311,176,467
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01240
Total number of active participants reported on line 7a of the Form 55002022-01-0185
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-0166
Total of all active and inactive participants2022-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0116
Total participants2022-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3126,929,543
Acturial value of plan assets2021-12-3127,184,446
Funding target for retired participants and beneficiaries receiving payment2021-12-3113,881,442
Number of terminated vested participants2021-12-3169
Fundng target for terminated vested participants2021-12-311,778,888
Active participant vested funding target2021-12-317,853,358
Number of active participants2021-12-31108
Total funding liabilities for active participants2021-12-318,065,256
Total participant count2021-12-31255
Total funding target for all participants2021-12-3123,725,586
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-312,522,989
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-312,522,989
Present value of excess contributions2021-12-31699,030
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31736,987
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31281,668
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-312,918,192
Total employer contributions2021-12-311,644,978
Total employee contributions2021-12-31223,873
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,530,259
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31540,668
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,530,259
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01255
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-0161
Number of other retired or separated participants entitled to future benefits2021-01-0162
Total of all active and inactive participants2021-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0117
Total participants2021-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3127,043,778
Acturial value of plan assets2020-12-3127,327,900
Funding target for retired participants and beneficiaries receiving payment2020-12-3114,426,962
Number of terminated vested participants2020-12-3167
Fundng target for terminated vested participants2020-12-311,667,814
Active participant vested funding target2020-12-317,964,831
Number of active participants2020-12-31109
Total funding liabilities for active participants2020-12-318,186,959
Total participant count2020-12-31252
Total funding target for all participants2020-12-3124,281,735
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-311,264,044
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-311,264,044
Present value of excess contributions2020-12-312,685,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,835,044
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,189,170
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-312,522,989
Total employer contributions2020-12-31756,000
Total employee contributions2020-12-31220,824
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31699,030
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31523,176
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31699,030
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01252
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-0162
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0116
Total participants2020-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3124,641,787
Acturial value of plan assets2019-12-3125,271,826
Funding target for retired participants and beneficiaries receiving payment2019-12-3114,207,879
Number of terminated vested participants2019-12-3164
Fundng target for terminated vested participants2019-12-312,000,172
Active participant vested funding target2019-12-317,175,543
Number of active participants2019-12-31116
Total funding liabilities for active participants2019-12-317,305,979
Total participant count2019-12-31255
Total funding target for all participants2019-12-3123,514,030
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,325,631
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,325,631
Present value of excess contributions2019-12-3157,017
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3160,284
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-312,142,732
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-311,264,044
Total employer contributions2019-12-312,850,000
Total employee contributions2019-12-31231,558
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,685,464
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31493,752
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,685,464
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01255
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-0162
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0114
Total participants2019-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3126,231,150
Acturial value of plan assets2018-12-3126,460,139
Funding target for retired participants and beneficiaries receiving payment2018-12-3113,637,282
Number of terminated vested participants2018-12-3165
Fundng target for terminated vested participants2018-12-311,957,290
Active participant vested funding target2018-12-316,990,865
Number of active participants2018-12-31112
Total funding liabilities for active participants2018-12-317,057,834
Total participant count2018-12-31251
Total funding target for all participants2018-12-3122,652,406
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,142,903
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,142,903
Present value of excess contributions2018-12-313,338,016
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,535,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-311,077,726
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,325,631
Total employer contributions2018-12-3159,492
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3157,017
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31482,102
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3157,017
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01115
Number of retired or separated participants receiving benefits2018-01-0163
Number of other retired or separated participants entitled to future benefits2018-01-0164
Total of all active and inactive participants2018-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3123,815,912
Acturial value of plan assets2017-12-3124,256,084
Funding target for retired participants and beneficiaries receiving payment2017-12-3113,483,764
Number of terminated vested participants2017-12-3168
Fundng target for terminated vested participants2017-12-312,176,893
Active participant vested funding target2017-12-316,362,989
Number of active participants2017-12-31104
Total funding liabilities for active participants2017-12-316,452,524
Total participant count2017-12-31248
Total funding target for all participants2017-12-3122,113,181
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,943,079
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,943,079
Present value of excess contributions2017-12-311,602,483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,700,395
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3199,755
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,142,903
Total employer contributions2017-12-314,021,629
Total employee contributions2017-12-31214,519
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-313,766,401
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31428,385
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31428,385
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31428,385
Contributions allocatedtoward minimum required contributions for current year2017-12-313,766,401
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01248
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-0163
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0111
Total participants2017-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3123,578,972
Acturial value of plan assets2016-12-3124,225,089
Funding target for retired participants and beneficiaries receiving payment2016-12-3110,776,191
Number of terminated vested participants2016-12-3188
Fundng target for terminated vested participants2016-12-312,092,875
Active participant vested funding target2016-12-319,299,125
Number of active participants2016-12-3198
Total funding liabilities for active participants2016-12-319,412,944
Total participant count2016-12-31261
Total funding target for all participants2016-12-3122,282,010
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31555,444
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31555,444
Present value of excess contributions2016-12-311,801,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,915,359
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-311,374,693
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,943,079
Total employer contributions2016-12-312,160,000
Total employee contributions2016-12-31199,398
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,053,935
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31451,452
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31451,452
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31451,452
Contributions allocatedtoward minimum required contributions for current year2016-12-312,053,935
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01261
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01267
Total number of active participants reported on line 7a of the Form 55002015-01-0198
Number of retired or separated participants receiving benefits2015-01-0163
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-0166
Number of other retired or separated participants entitled to future benefits2014-01-0188
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0112
Total participants2014-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01267
Total number of active participants reported on line 7a of the Form 55002013-01-01105
Number of retired or separated participants receiving benefits2013-01-0158
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0113
Total participants2013-01-01265
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01255
Total number of active participants reported on line 7a of the Form 55002012-01-01155
Number of retired or separated participants receiving benefits2012-01-0145
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01246
Total number of active participants reported on line 7a of the Form 55002011-01-01155
Number of retired or separated participants receiving benefits2011-01-0138
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01224
Total number of active participants reported on line 7a of the Form 55002009-01-01160
Number of retired or separated participants receiving benefits2009-01-0131
Number of other retired or separated participants entitled to future benefits2009-01-0137
Total of all active and inactive participants2009-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN

Measure Date Value
2022 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,833,288
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,364,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,284,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,463,561
Value of total assets at end of year2022-12-31$25,978,703
Value of total assets at beginning of year2022-12-31$27,509,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,787
Total interest from all sources2022-12-31$896,966
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$115,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$115,524
Administrative expenses professional fees incurred2022-12-31$20,042
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$213,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,531,051
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,978,703
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,509,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,516,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,119,137
Interest earned on other investments2022-12-31$896,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$113,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$57,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$57,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,592,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$21,012,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-642,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,250,000
Employer contributions (assets) at end of year2022-12-31$756,000
Employer contributions (assets) at beginning of year2022-12-31$1,320,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,284,552
Contract administrator fees2022-12-31$59,745
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,433,877
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,872,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,798,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,868,851
Value of total assets at end of year2021-12-31$27,509,754
Value of total assets at beginning of year2021-12-31$26,948,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$73,941
Total interest from all sources2021-12-31$922,719
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$139,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$139,442
Administrative expenses professional fees incurred2021-12-31$20,396
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$223,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$561,197
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,509,754
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,948,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,119,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,467,347
Interest earned on other investments2021-12-31$922,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$57,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$87,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$87,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$21,012,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,637,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$502,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,644,978
Employer contributions (assets) at end of year2021-12-31$1,320,978
Employer contributions (assets) at beginning of year2021-12-31$756,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,798,739
Contract administrator fees2021-12-31$53,545
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,145,001
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,256,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,185,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$976,824
Value of total assets at end of year2020-12-31$26,948,557
Value of total assets at beginning of year2020-12-31$27,060,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,209
Total interest from all sources2020-12-31$862,316
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$92,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$92,578
Administrative expenses professional fees incurred2020-12-31$15,643
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$220,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-111,626
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,948,557
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,060,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,467,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,003,926
Interest earned on other investments2020-12-31$861,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$87,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$85,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$85,681
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,637,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$21,440,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$213,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$756,000
Employer contributions (assets) at end of year2020-12-31$756,000
Employer contributions (assets) at beginning of year2020-12-31$2,530,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,185,418
Contract administrator fees2020-12-31$55,566
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,405,827
Total income from all sources (including contributions)2019-12-31$4,405,827
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,987,709
Total of all expenses incurred2019-12-31$1,987,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,924,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,924,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,081,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,081,558
Value of total assets at end of year2019-12-31$27,060,183
Value of total assets at end of year2019-12-31$27,060,183
Value of total assets at beginning of year2019-12-31$24,642,065
Value of total assets at beginning of year2019-12-31$24,642,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$63,641
Total interest from all sources2019-12-31$807,908
Total interest from all sources2019-12-31$807,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$93,506
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$93,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,506
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$93,506
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$231,558
Contributions received from participants2019-12-31$231,558
Other income not declared elsewhere2019-12-31$488
Other income not declared elsewhere2019-12-31$488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,418,118
Value of net income/loss2019-12-31$2,418,118
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,060,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,060,183
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,642,065
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,642,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$12,287
Investment advisory and management fees2019-12-31$12,287
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,003,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,003,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,259,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,259,825
Interest earned on other investments2019-12-31$806,181
Interest earned on other investments2019-12-31$806,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$85,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$85,681
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$85,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$85,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,440,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$21,440,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,296,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$21,296,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$422,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$422,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,850,000
Contributions received in cash from employer2019-12-31$2,850,000
Employer contributions (assets) at end of year2019-12-31$2,530,000
Employer contributions (assets) at end of year2019-12-31$2,530,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,924,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,924,068
Contract administrator fees2019-12-31$51,354
Contract administrator fees2019-12-31$51,354
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$849,514
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,501,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,438,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$285,865
Value of total assets at end of year2018-12-31$24,642,065
Value of total assets at beginning of year2018-12-31$26,294,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,144
Total interest from all sources2018-12-31$785,307
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$128,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$128,970
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$226,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,651,977
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,642,065
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,294,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,259,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,535,716
Interest earned on other investments2018-12-31$783,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$85,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$128,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$128,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$21,296,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$20,153,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-350,628
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$59,492
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$2,476,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,438,347
Contract administrator fees2018-12-31$48,030
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,363,434
Total loss/gain on sale of assets2017-12-31$34,454
Total of all expenses incurred2017-12-31$2,895,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,833,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,236,148
Value of total assets at end of year2017-12-31$26,294,042
Value of total assets at beginning of year2017-12-31$23,826,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,340
Total interest from all sources2017-12-31$823,303
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$94,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$87,698
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$214,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,467,732
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,294,042
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,826,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$974,206
Investment advisory and management fees2017-12-31$11,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,535,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,595
Interest earned on other investments2017-12-31$822,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$128,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$292,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$292,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$20,153,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$20,456,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$175,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,021,629
Employer contributions (assets) at end of year2017-12-31$2,476,304
Employer contributions (assets) at beginning of year2017-12-31$780,000
Income. Dividends from common stock2017-12-31$6,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,833,362
Contract administrator fees2017-12-31$50,718
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,319,531
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,345,098
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,310,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,007,197
Total unrealized appreciation/depreciation of assets2016-12-31$-1,007,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,541,822
Total loss/gain on sale of assets2016-12-31$1,223,129
Total of all expenses incurred2016-12-31$3,304,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,226,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,359,398
Value of total assets at end of year2016-12-31$23,826,310
Value of total assets at beginning of year2016-12-31$23,589,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$78,049
Total interest from all sources2016-12-31$899,235
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$164
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$199,398
Administrative expenses (other) incurred2016-12-31$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$237,079
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,826,310
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,589,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$974,206
Assets. partnership/joint venture interests at beginning of year2016-12-31$963,901
Investment advisory and management fees2016-12-31$32,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$507,141
Interest earned on other investments2016-12-31$898,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$292,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$145,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$145,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$20,456,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$17,504,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,160,000
Employer contributions (assets) at end of year2016-12-31$780,000
Employer contributions (assets) at beginning of year2016-12-31$780,000
Income. Dividends from common stock2016-12-31$65,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,226,694
Contract administrator fees2016-12-31$45,293
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,319,531
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$3,688,264
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,546,600
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,323,471
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-309,656
Total unrealized appreciation/depreciation of assets2015-12-31$-309,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,149,676
Total loss/gain on sale of assets2015-12-31$20,267
Total of all expenses incurred2015-12-31$1,872,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,781,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,538,348
Value of total assets at end of year2015-12-31$23,589,231
Value of total assets at beginning of year2015-12-31$22,312,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$91,385
Total interest from all sources2015-12-31$826,693
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$117,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,142
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$198,348
Assets. Other investments not covered elsewhere at end of year2015-12-31$963,901
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$204,033
Administrative expenses (other) incurred2015-12-31$413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,276,802
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,589,231
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$22,312,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$49,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$507,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,365,215
Interest earned on other investments2015-12-31$826,693
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$145,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$650,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$650,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$17,504,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$16,123,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-43,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,340,000
Employer contributions (assets) at end of year2015-12-31$780,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$109,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,781,489
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$14,547
Contract administrator fees2015-12-31$41,954
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$3,688,264
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,954,758
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$259,318
Aggregate carrying amount (costs) on sale of assets2015-12-31$239,051
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$408,689
Total unrealized appreciation/depreciation of assets2014-12-31$408,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,031,581
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,295,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,209,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,762,609
Value of total assets at end of year2014-12-31$22,312,429
Value of total assets at beginning of year2014-12-31$20,576,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,542
Total interest from all sources2014-12-31$790,472
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$119,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$54,292
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$202,609
Assets. Other investments not covered elsewhere at end of year2014-12-31$204,033
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$920,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,736,355
Value of net assets at end of year (total assets less liabilities)2014-12-31$22,312,429
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$20,576,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,365,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$565,803
Interest earned on other investments2014-12-31$789,729
Income. Interest from corporate debt instruments2014-12-31$661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$650,278
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$101,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$101,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$16,123,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$15,545,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-49,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,560,000
Income. Dividends from common stock2014-12-31$65,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,209,684
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$14,547
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$14,547
Contract administrator fees2014-12-31$35,011
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,954,758
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,428,124
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,244,695
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,244,695
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$572,030
Total unrealized appreciation/depreciation of assets2013-12-31$572,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,892,093
Total loss/gain on sale of assets2013-12-31$733,720
Total of all expenses incurred2013-12-31$1,478,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,363,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,715,897
Value of total assets at end of year2013-12-31$20,576,074
Value of total assets at beginning of year2013-12-31$18,162,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$115,011
Total interest from all sources2013-12-31$674,630
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,701
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$213,846
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$19,819
Assets. Other investments not covered elsewhere at end of year2013-12-31$920,278
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$490,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,413,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$20,576,074
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,162,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$83,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$565,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,505,320
Interest earned on other investments2013-12-31$673,568
Income. Interest from corporate debt instruments2013-12-31$1,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$101,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$336,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$336,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$15,545,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,715,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$20,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,502,051
Income. Dividends from common stock2013-12-31$169,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,363,711
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$14,547
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$29,688
Contract administrator fees2013-12-31$31,520
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,428,124
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,065,460
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,571,746
Aggregate carrying amount (costs) on sale of assets2013-12-31$4,838,026
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$273,404
Total unrealized appreciation/depreciation of assets2012-12-31$273,404
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,059,841
Total loss/gain on sale of assets2012-12-31$346,697
Total of all expenses incurred2012-12-31$766,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$631,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,614,106
Value of total assets at end of year2012-12-31$18,162,703
Value of total assets at beginning of year2012-12-31$15,869,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,635
Total interest from all sources2012-12-31$543,698
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$185,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$38,720
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$234,106
Participant contributions at end of year2012-12-31$19,819
Participant contributions at beginning of year2012-12-31$3,505
Assets. Other investments not covered elsewhere at end of year2012-12-31$490,305
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$264,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,293,394
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,162,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,869,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$103,692
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,505,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$937,028
Interest earned on other investments2012-12-31$541,591
Income. Interest from corporate debt instruments2012-12-31$1,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$336,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$318,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$318,502
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$819
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,715,235
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,778,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$96,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,380,000
Income. Dividends from common stock2012-12-31$147,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$631,812
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$29,688
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$36,017
Contract administrator fees2012-12-31$30,943
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,065,460
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,531,509
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$3,449,539
Aggregate carrying amount (costs) on sale of assets2012-12-31$3,102,842
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-686,616
Total unrealized appreciation/depreciation of assets2011-12-31$-686,616
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,235,692
Total loss/gain on sale of assets2011-12-31$269,002
Total of all expenses incurred2011-12-31$738,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$616,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,016,918
Value of total assets at end of year2011-12-31$15,869,309
Value of total assets at beginning of year2011-12-31$15,371,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$121,411
Total interest from all sources2011-12-31$538,477
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$156,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,981
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$216,918
Participant contributions at end of year2011-12-31$3,505
Participant contributions at beginning of year2011-12-31$21,331
Assets. Other investments not covered elsewhere at end of year2011-12-31$264,141
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$290,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$497,599
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,869,309
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,371,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$96,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$937,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$413,880
Interest earned on other investments2011-12-31$535,984
Income. Interest from corporate debt instruments2011-12-31$1,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$318,502
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$324,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$324,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$804
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,778,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,649,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-58,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$800,000
Income. Dividends from common stock2011-12-31$134,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$616,682
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$36,017
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$42,825
Contract administrator fees2011-12-31$25,336
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,531,509
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$5,628,200
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,209,875
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,940,873
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$408,713
Total unrealized appreciation/depreciation of assets2010-12-31$408,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,334,914
Total loss/gain on sale of assets2010-12-31$314,245
Total of all expenses incurred2010-12-31$643,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$511,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$962,575
Value of total assets at end of year2010-12-31$15,371,710
Value of total assets at beginning of year2010-12-31$13,680,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$131,723
Total interest from all sources2010-12-31$544,315
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$96,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,198
Administrative expenses professional fees incurred2010-12-31$21,250
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$228,575
Participant contributions at end of year2010-12-31$21,331
Assets. Other investments not covered elsewhere at end of year2010-12-31$290,792
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$13,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,691,518
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,371,710
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,680,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$86,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$413,880
Interest earned on other investments2010-12-31$540,246
Income. Interest from corporate debt instruments2010-12-31$1,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$324,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$504,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$504,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,649,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,373,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$734,000
Income. Dividends from common stock2010-12-31$88,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$497,737
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$42,825
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$59,536
Contract administrator fees2010-12-31$23,754
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$5,628,200
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,742,671
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,773,286
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,459,041
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN

2022: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered225
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered240
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered255
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered252
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered254
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered247
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered261
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered266
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered265
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered267
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered253
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number000738
Policy instance 1
Insurance contract or identification number000738
Number of Individuals Covered246
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3