SMARTCORE BUSINESS SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST
401k plan membership statisitcs for SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST
| Measure | Date | Value |
|---|
| 2021: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1 |
| Total of all active and inactive participants | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 1 |
| 2020: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 1 |
| Total participants | 2020-01-01 | 1 |
| 2019: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 1 |
| 2018: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 1 |
| 2017: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 1 |
| 2016: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 1 |
| Total participants | 2016-01-01 | 1 |
| 2015: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 0 |
| 2014: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 0 |
| 2013: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 0 |
| 2012: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 0 |
| 2011: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 1 |
| Total participants | 2011-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2021 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $806 |
| Total plan assets at end of year | 2021-12-31 | $20,479 |
| Total plan assets at beginning of year | 2021-12-31 | $19,673 |
| Other income received | 2021-12-31 | $-574 |
| Net income (gross income less expenses) | 2021-12-31 | $806 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $20,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,673 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,380 |
| 2020 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,199 |
| Total plan assets at end of year | 2020-12-31 | $19,673 |
| Total plan assets at beginning of year | 2020-12-31 | $18,474 |
| Other income received | 2020-12-31 | $-181 |
| Net income (gross income less expenses) | 2020-12-31 | $1,199 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $19,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,474 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,380 |
| 2019 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $-2,314 |
| Total plan assets at end of year | 2019-12-31 | $18,474 |
| Total plan assets at beginning of year | 2019-12-31 | $20,788 |
| Other income received | 2019-12-31 | $-3,004 |
| Net income (gross income less expenses) | 2019-12-31 | $-2,314 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $18,474 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $20,788 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $690 |
| 2018 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $1,920 |
| Total income from all sources | 2018-12-31 | $17,399 |
| Total plan assets at end of year | 2018-12-31 | $20,788 |
| Total plan assets at beginning of year | 2018-12-31 | $5,309 |
| Other income received | 2018-12-31 | $17,399 |
| Net income (gross income less expenses) | 2018-12-31 | $17,399 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $20,788 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,389 |
| 2017 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,920 |
| Total plan liabilities at beginning of year | 2017-12-31 | $7,000 |
| Total income from all sources | 2017-12-31 | $-13,997 |
| Total plan assets at end of year | 2017-12-31 | $5,309 |
| Total plan assets at beginning of year | 2017-12-31 | $24,386 |
| Other income received | 2017-12-31 | $-13,997 |
| Net income (gross income less expenses) | 2017-12-31 | $-13,997 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $3,389 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $17,386 |
| 2016 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $7,000 |
| Total plan liabilities at beginning of year | 2016-12-31 | $2,000 |
| Total income from all sources | 2016-12-31 | $3,720 |
| Total plan assets at end of year | 2016-12-31 | $24,386 |
| Total plan assets at beginning of year | 2016-12-31 | $15,666 |
| Other income received | 2016-12-31 | $3,720 |
| Net income (gross income less expenses) | 2016-12-31 | $3,720 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $17,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,666 |
| 2015 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $2,000 |
| Total plan liabilities at beginning of year | 2015-12-31 | $2,000 |
| Total income from all sources | 2015-12-31 | $-933 |
| Total plan assets at end of year | 2015-12-31 | $15,666 |
| Total plan assets at beginning of year | 2015-12-31 | $16,599 |
| Other income received | 2015-12-31 | $-933 |
| Net income (gross income less expenses) | 2015-12-31 | $-933 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $13,666 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,599 |
| 2014 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $2,000 |
| Total plan liabilities at beginning of year | 2014-12-31 | $2,000 |
| Total income from all sources | 2014-12-31 | $11,045 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $4,760 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $4,760 |
| Total plan assets at end of year | 2014-12-31 | $16,599 |
| Total plan assets at beginning of year | 2014-12-31 | $10,314 |
| Other income received | 2014-12-31 | $6,285 |
| Net income (gross income less expenses) | 2014-12-31 | $6,285 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $14,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,314 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,760 |
| 2013 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $2,000 |
| Total plan liabilities at beginning of year | 2013-12-31 | $2,000 |
| Total income from all sources | 2013-12-31 | $2,594 |
| Total plan assets at end of year | 2013-12-31 | $10,314 |
| Total plan assets at beginning of year | 2013-12-31 | $7,720 |
| Other income received | 2013-12-31 | $2,594 |
| Net income (gross income less expenses) | 2013-12-31 | $2,594 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $8,314 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,720 |
| 2012 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $2,000 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,000 |
| Total income from all sources | 2012-12-31 | $6,720 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,000 |
| Total plan assets at end of year | 2012-12-31 | $7,720 |
| Total plan assets at beginning of year | 2012-12-31 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,000 |
| Other income received | 2012-12-31 | $5,720 |
| Net income (gross income less expenses) | 2012-12-31 | $5,720 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,720 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $1,000 |
| 2011 : SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,000 |
| Total income from all sources | 2011-12-31 | $11,000 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $11,000 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $10,000 |
| Total plan assets at end of year | 2011-12-31 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,000 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $11,000 |
| 2021: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: SMARTCORE BUSINESS SOLUTIONS, LLC EMPLOYEE FUND AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-11-01 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-11-01 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-11-01 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-11-01 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-11-01 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JOHUA SELF |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-11-01 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,760 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | JOHUA SELF |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-11-01 | | Total amount of commissions paid to insurance broker | USD $132 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69 | | Insurance broker organization code? | 3 | | Insurance broker name | JOHUA SELF |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-11-01 | | Total amount of commissions paid to insurance broker | USD $69 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69 | | Insurance broker organization code? | 3 | | Insurance broker name | PETER MCDOWELL |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-11-01 | | Insurance policy end date | 2013-11-01 | | Total amount of commissions paid to insurance broker | USD $69 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69 | | Insurance broker organization code? | 3 | | Insurance broker name | PETER MCDOWELL |
|
| PENN MUTUAL POLICY (National Association of Insurance Commissioners NAIC id number: 67644 ) |
| Policy contract number | 9 217 944 |
| Policy instance | 1 |
| Insurance contract or identification number | 9 217 944 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2011-11-01 | | Insurance policy end date | 2012-11-01 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
