SMARTWORKS SOLUTIONS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMARTWORKS SOLUTIONS, LLC 401(K) PLAN
Measure | Date | Value |
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2019: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 10 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 10 |
Number of participants with account balances | 2019-01-01 | 0 |
2018: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
Measure | Date | Value |
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2019 : SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $79,111 |
Expenses. Total of all expenses incurred | 2019-12-31 | $21,501 |
Benefits paid (including direct rollovers) | 2019-12-31 | $21,501 |
Total plan assets at end of year | 2019-12-31 | $193,187 |
Total plan assets at beginning of year | 2019-12-31 | $135,577 |
Value of fidelity bond covering the plan | 2019-12-31 | $13,560 |
Total contributions received or receivable from participants | 2019-12-31 | $30,879 |
Other income received | 2019-12-31 | $27,722 |
Net income (gross income less expenses) | 2019-12-31 | $57,610 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $193,187 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $135,577 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $20,510 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
2018 : SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $37,237 |
Expenses. Total of all expenses incurred | 2018-12-31 | $22,173 |
Benefits paid (including direct rollovers) | 2018-12-31 | $22,173 |
Total plan assets at end of year | 2018-12-31 | $135,577 |
Total plan assets at beginning of year | 2018-12-31 | $120,513 |
Value of fidelity bond covering the plan | 2018-12-31 | $13,000 |
Total contributions received or receivable from participants | 2018-12-31 | $28,720 |
Other income received | 2018-12-31 | $-10,426 |
Net income (gross income less expenses) | 2018-12-31 | $15,064 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $135,577 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $120,513 |
Assets. Value of participant loans | 2018-12-31 | $806 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $18,943 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
2017 : SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $79,355 |
Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $120,513 |
Total plan assets at beginning of year | 2017-12-31 | $41,158 |
Value of fidelity bond covering the plan | 2017-12-31 | $10,000 |
Total contributions received or receivable from participants | 2017-12-31 | $30,971 |
Other income received | 2017-12-31 | $9,837 |
Net income (gross income less expenses) | 2017-12-31 | $79,355 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $120,513 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $41,158 |
Assets. Value of participant loans | 2017-12-31 | $3,500 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $38,547 |
2016 : SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $41,158 |
Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $41,158 |
Total plan assets at beginning of year | 2016-12-31 | $0 |
Value of fidelity bond covering the plan | 2016-12-31 | $10,000 |
Total contributions received or receivable from participants | 2016-12-31 | $27,551 |
Other income received | 2016-12-31 | $988 |
Net income (gross income less expenses) | 2016-12-31 | $41,158 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $41,158 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $12,619 |
2019: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SMARTWORKS SOLUTIONS, LLC 401(K) PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | First time form 5500 has been submitted | Yes |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 815140 |
Policy instance | 1 |
Insurance contract or identification number | 815140 | Number of Individuals Covered | 11 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $853 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Amount paid for insurance broker fees | 779 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 815140 |
Policy instance | 1 |
Insurance contract or identification number | 815140 | Number of Individuals Covered | 7 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $573 | Total amount of fees paid to insurance company | USD $54 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $361 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
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VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 ) |
Policy contract number | 815140 |
Policy instance | 1 |
Insurance contract or identification number | 815140 | Number of Individuals Covered | 6 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $312 | Total amount of fees paid to insurance company | USD $25 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Commission paid to Insurance Broker | USD $281 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 25 | Additional information about fees paid to insurance broker | TPA PARTNERSHIP PROGRAM | Insurance broker name | SWERDLIN & COMPANY |
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