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SM ASSET MANAGEMENT CORP. 401(K) PLAN 401k Plan overview

Plan NameSM ASSET MANAGEMENT CORP. 401(K) PLAN
Plan identification number 001

SM ASSET MANAGEMENT CORP. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SM ASSET MANAGEMENT CORP. has sponsored the creation of one or more 401k plans.

Company Name:SM ASSET MANAGEMENT CORP.
Employer identification number (EIN):472116289
NAIC Classification:561300

Additional information about SM ASSET MANAGEMENT CORP.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2014-10-15
Company Identification Number: 0783595
Legal Registered Office Address: 6275 PARK RD

MCLEAN
United States of America (USA)
22101

More information about SM ASSET MANAGEMENT CORP.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SM ASSET MANAGEMENT CORP. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01 SHAZIA MASOODI2019-01-22
0012016-07-01
0012015-07-01SHAZIA MASOODI SHAZIA MASOODI2017-04-18
0012014-10-16SHAZIA MASOODI SHAZIA MASOODI2016-04-12

Financial Data on SM ASSET MANAGEMENT CORP. 401(K) PLAN

Measure Date Value
2017 : SM ASSET MANAGEMENT CORP. 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-06-30$0
Total plan liabilities at end of year2017-06-30$0
Total plan liabilities at beginning of year2017-06-30$0
Total income from all sources2017-06-30$-113,250
Expenses. Total of all expenses incurred2017-06-30$0
Benefits paid (including direct rollovers)2017-06-30$0
Total plan assets at end of year2017-06-30$108,448
Total plan assets at beginning of year2017-06-30$221,698
Total contributions received or receivable from participants2017-06-30$0
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$-113,250
Noncash contributions received2017-06-30$0
Net income (gross income less expenses)2017-06-30$-113,250
Net plan assets at end of year (total assets less liabilities)2017-06-30$108,448
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$221,698
Assets. Value of employer securities2017-06-30$108,448
Total contributions received or receivable from employer(s)2017-06-30$0
Value of certain deemed distributions of participant loans2017-06-30$0
Value of corrective distributions2017-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$0
2016 : SM ASSET MANAGEMENT CORP. 401(K) PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$0
Total plan liabilities at end of year2016-06-30$0
Total plan liabilities at beginning of year2016-06-30$0
Total income from all sources2016-06-30$-105,162
Expenses. Total of all expenses incurred2016-06-30$0
Benefits paid (including direct rollovers)2016-06-30$0
Total plan assets at end of year2016-06-30$221,698
Total plan assets at beginning of year2016-06-30$326,860
Total contributions received or receivable from participants2016-06-30$0
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-105,162
Noncash contributions received2016-06-30$0
Net income (gross income less expenses)2016-06-30$-105,162
Net plan assets at end of year (total assets less liabilities)2016-06-30$221,698
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$326,860
Assets. Value of employer securities2016-06-30$221,698
Total contributions received or receivable from employer(s)2016-06-30$0
Value of certain deemed distributions of participant loans2016-06-30$0
Value of corrective distributions2016-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
2015 : SM ASSET MANAGEMENT CORP. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan2015-06-30$0
Total plan liabilities at end of year2015-06-30$0
Total plan liabilities at beginning of year2015-06-30$0
Total income from all sources2015-06-30$326,860
Expenses. Total of all expenses incurred2015-06-30$0
Benefits paid (including direct rollovers)2015-06-30$0
Total plan assets at end of year2015-06-30$326,860
Total plan assets at beginning of year2015-06-30$0
Total contributions received or receivable from participants2015-06-30$0
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$372,024
Other income received2015-06-30$-45,164
Noncash contributions received2015-06-30$0
Net income (gross income less expenses)2015-06-30$326,860
Net plan assets at end of year (total assets less liabilities)2015-06-30$326,860
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$0
Assets. Value of employer securities2015-06-30$326,860
Total contributions received or receivable from employer(s)2015-06-30$0
Value of certain deemed distributions of participant loans2015-06-30$0
Value of corrective distributions2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0

Form 5500 Responses for SM ASSET MANAGEMENT CORP. 401(K) PLAN

2016: SM ASSET MANAGEMENT CORP. 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SM ASSET MANAGEMENT CORP. 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SM ASSET MANAGEMENT CORP. 401(K) PLAN 2014 form 5500 responses
2014-10-16Type of plan entitySingle employer plan
2014-10-16First time form 5500 has been submittedYes
2014-10-16Submission has been amendedNo
2014-10-16This submission is the final filingNo
2014-10-16This return/report is a short plan year return/report (less than 12 months)Yes
2014-10-16Plan is a collectively bargained planNo
2014-10-16Plan funding arrangement – TrustYes
2014-10-16Plan benefit arrangement - TrustYes

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