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SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 401k Plan overview

Plan NameSMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
Plan identification number 002

SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA
Employer identification number (EIN):530045720
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1619368

More information about CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CAROLINE SWANN
0022016-01-01CAROLINE SWANN
0022015-01-01MICHELLE BOLLES
0022014-01-01MICHELLE BOLLES
0022013-01-01SYL BICKERSTETH
0022012-01-01SYL BICKERSTETH
0022011-01-01ROBERT L. BROWN
0022009-01-01ROBERT L. BROWN

Plan Statistics for SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

401k plan membership statisitcs for SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

Measure Date Value
2022: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2022 401k membership
Total participants, beginning-of-year2022-01-011,079
Total number of active participants reported on line 7a of the Form 55002022-01-01632
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01506
Total of all active and inactive participants2022-01-011,138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-011,144
Number of participants with account balances2022-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2021 401k membership
Total participants, beginning-of-year2021-01-011,046
Total number of active participants reported on line 7a of the Form 55002021-01-01586
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01483
Total of all active and inactive participants2021-01-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0110
Total participants2021-01-011,079
Number of participants with account balances2021-01-011,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2020 401k membership
Total participants, beginning-of-year2020-01-011,068
Total number of active participants reported on line 7a of the Form 55002020-01-01575
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01457
Total of all active and inactive participants2020-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,045
Number of participants with account balances2020-01-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2019 401k membership
Total participants, beginning-of-year2019-01-011,013
Total number of active participants reported on line 7a of the Form 55002019-01-01677
Number of retired or separated participants receiving benefits2019-01-01380
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-011,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,068
Number of participants with account balances2019-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2018 401k membership
Total participants, beginning-of-year2018-01-01904
Total number of active participants reported on line 7a of the Form 55002018-01-01631
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01371
Total of all active and inactive participants2018-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,013
Number of participants with account balances2018-01-01955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2017 401k membership
Total participants, beginning-of-year2017-01-01929
Total number of active participants reported on line 7a of the Form 55002017-01-01471
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-01412
Total of all active and inactive participants2017-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01904
Number of participants with account balances2017-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0151
2016: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2016 401k membership
Total participants, beginning-of-year2016-01-01885
Total number of active participants reported on line 7a of the Form 55002016-01-01501
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01411
Total of all active and inactive participants2016-01-01923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01929
Number of participants with account balances2016-01-01898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2015 401k membership
Total participants, beginning-of-year2015-01-01951
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01366
Total of all active and inactive participants2015-01-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01885
Number of participants with account balances2015-01-01880
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2014 401k membership
Total participants, beginning-of-year2014-01-01999
Total number of active participants reported on line 7a of the Form 55002014-01-01598
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01344
Total of all active and inactive participants2014-01-01951
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01951
Number of participants with account balances2014-01-01869
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2013 401k membership
Total participants, beginning-of-year2013-01-01977
Total number of active participants reported on line 7a of the Form 55002013-01-01589
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01407
Total of all active and inactive participants2013-01-01999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01999
Number of participants with account balances2013-01-01919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0114
2012: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2012 401k membership
Total participants, beginning-of-year2012-01-01982
Total number of active participants reported on line 7a of the Form 55002012-01-01566
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-01397
Total of all active and inactive participants2012-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01977
Number of participants with account balances2012-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2011 401k membership
Total participants, beginning-of-year2011-01-01948
Total number of active participants reported on line 7a of the Form 55002011-01-01578
Number of retired or separated participants receiving benefits2011-01-0114
Number of other retired or separated participants entitled to future benefits2011-01-01390
Total of all active and inactive participants2011-01-01982
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01982
Number of participants with account balances2011-01-01913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2009: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2009 401k membership
Total participants, beginning-of-year2009-01-01970
Total number of active participants reported on line 7a of the Form 55002009-01-01591
Number of retired or separated participants receiving benefits2009-01-0114
Number of other retired or separated participants entitled to future benefits2009-01-01352
Total of all active and inactive participants2009-01-01957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01957
Number of participants with account balances2009-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

Measure Date Value
2022 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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$15,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,684
Total income from all sources (including contributions)2022-12-31$-19,466,672
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,228,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$8,094,071
Value of total corrective distributions2022-12-31$1,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,673,595
Value of total assets at end of year2022-12-31$160,300,670
Value of total assets at beginning of year2022-12-31$187,998,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,473
Total interest from all sources2022-12-31$42,127
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,950,925
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$9,950,925
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,222,595
Participant contributions at end of year2022-12-31$869,621
Participant contributions at beginning of year2022-12-31$938,156
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,082,418
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$22,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$22,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$15,917
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,684
Other income not declared elsewhere2022-12-31$222,089
Administrative expenses (other) incurred2022-12-31$133,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-27,695,297
Value of net assets at end of year (total assets less liabilities)2022-12-31$160,284,753
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$187,980,050
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$153,474,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$183,286,452
Income. Interest from loans (other than to participants)2022-12-31$42,127
Value of interest in common/collective trusts at end of year2022-12-31$5,700,571
Value of interest in common/collective trusts at beginning of year2022-12-31$3,558,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-43,420,722
Net investment gain or loss from common/collective trusts2022-12-31$65,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$6,368,582
Employer contributions (assets) at end of year2022-12-31$233,792
Employer contributions (assets) at beginning of year2022-12-31$193,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$8,094,071
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 name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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$18,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,344
Total income from all sources (including contributions)2021-12-31$40,738,376
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,666,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,495,396
Expenses. Certain deemed distributions of participant loans2021-12-31$34,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,044,393
Value of total assets at end of year2021-12-31$187,998,734
Value of total assets at beginning of year2021-12-31$163,928,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$136,378
Total interest from all sources2021-12-31$46,874
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$12,049,689
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$12,049,689
Administrative expenses professional fees incurred2021-12-31$71,407
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$5,615,314
Participant contributions at end of year2021-12-31$938,156
Participant contributions at beginning of year2021-12-31$1,002,136
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$619,204
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$22,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$10,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$20,344
Other income not declared elsewhere2021-12-31$198,813
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$24,071,630
Value of net assets at end of year (total assets less liabilities)2021-12-31$187,980,050
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$163,908,420
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
Investment advisory and management fees2021-12-31$61,148
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$183,286,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$156,328,733
Interest on participant loans2021-12-31$46,874
Value of interest in common/collective trusts at end of year2021-12-31$3,558,057
Value of interest in common/collective trusts at beginning of year2021-12-31$6,421,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$16,346,770
Net investment gain or loss from common/collective trusts2021-12-31$51,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$5,809,875
Employer contributions (assets) at end of year2021-12-31$193,569
Employer contributions (assets) at beginning of year2021-12-31$166,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,495,396
Contract administrator fees2021-12-31$3,823
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 name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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$20,344
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$36,455,002
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,857,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,668,248
Expenses. Certain deemed distributions of participant loans2020-12-31$29,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,790,713
Value of total assets at end of year2020-12-31$163,928,764
Value of total assets at beginning of year2020-12-31$137,311,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$159,932
Total interest from all sources2020-12-31$52,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,403,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$59,328
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$5,526,424
Participant contributions at end of year2020-12-31$1,002,136
Participant contributions at beginning of year2020-12-31$915,829
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$676,776
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$10,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$10,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$20,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$176,001
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$26,597,144
Value of net assets at end of year (total assets less liabilities)2020-12-31$163,908,420
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$137,311,276
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
Investment advisory and management fees2020-12-31$96,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$156,328,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$131,244,953
Interest on participant loans2020-12-31$52,366
Value of interest in common/collective trusts at end of year2020-12-31$6,421,335
Value of interest in common/collective trusts at beginning of year2020-12-31$4,954,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$18,934,165
Net investment gain or loss from common/collective trusts2020-12-31$97,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$5,587,513
Employer contributions (assets) at end of year2020-12-31$166,310
Employer contributions (assets) at beginning of year2020-12-31$186,135
Income. Dividends from common stock2020-12-31$5,403,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,668,248
Contract administrator fees2020-12-31$4,387
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2019 401k financial data
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 beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,211
Total income from all sources (including contributions)2019-12-31$38,006,258
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,851,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,727,734
Expenses. Certain deemed distributions of participant loans2019-12-31$15,406
Value of total corrective distributions2019-12-31$578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,956,660
Value of total assets at end of year2019-12-31$137,311,276
Value of total assets at beginning of year2019-12-31$109,173,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,130
Total interest from all sources2019-12-31$47,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,472,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$64,037
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Contributions received from participants2019-12-31$5,024,045
Participant contributions at end of year2019-12-31$915,829
Participant contributions at beginning of year2019-12-31$929,235
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$804,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$10,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$10,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$16,211
Other income not declared elsewhere2019-12-31$160,562
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$28,154,410
Value of net assets at end of year (total assets less liabilities)2019-12-31$137,311,276
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$109,156,866
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$131,244,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$104,187,734
Interest on participant loans2019-12-31$47,391
Value of interest in common/collective trusts at end of year2019-12-31$4,954,109
Value of interest in common/collective trusts at beginning of year2019-12-31$3,887,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,271,409
Net investment gain or loss from common/collective trusts2019-12-31$97,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$5,128,263
Employer contributions (assets) at end of year2019-12-31$186,135
Employer contributions (assets) at beginning of year2019-12-31$158,625
Income. Dividends from common stock2019-12-31$5,472,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,727,734
Contract administrator fees2019-12-31$4,775
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
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
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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$16,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,629
Total income from all sources (including contributions)2018-12-31$2,626,987
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$7,816,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,646,355
Expenses. Certain deemed distributions of participant loans2018-12-31$39,480
Value of total corrective distributions2018-12-31$3,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,799,541
Value of total assets at end of year2018-12-31$109,173,077
Value of total assets at beginning of year2018-12-31$114,358,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$126,817
Total interest from all sources2018-12-31$46,592
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,028,816
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$6,028,816
Administrative expenses professional fees incurred2018-12-31$49,012
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$4,509,884
Participant contributions at end of year2018-12-31$929,235
Participant contributions at beginning of year2018-12-31$1,019,843
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$641,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$10,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$18,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$16,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,629
Other income not declared elsewhere2018-12-31$184,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,189,505
Value of net assets at end of year (total assets less liabilities)2018-12-31$109,156,866
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$114,346,371
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$73,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$104,187,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$109,203,420
Interest on participant loans2018-12-31$46,592
Value of interest in common/collective trusts at end of year2018-12-31$3,887,233
Value of interest in common/collective trusts at beginning of year2018-12-31$3,965,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$12
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$12
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,491,953
Net investment gain or loss from common/collective trusts2018-12-31$59,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$4,648,404
Employer contributions (assets) at end of year2018-12-31$158,625
Employer contributions (assets) at beginning of year2018-12-31$150,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,646,355
Contract administrator fees2018-12-31$4,124
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 name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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$11,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,568
Total income from all sources (including contributions)2017-12-31$29,489,904
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,804,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,583,941
Expenses. Certain deemed distributions of participant loans2017-12-31$81,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,623,242
Value of total assets at end of year2017-12-31$114,358,000
Value of total assets at beginning of year2017-12-31$96,677,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$139,122
Total interest from all sources2017-12-31$38,947
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,624,570
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$5,624,570
Administrative expenses professional fees incurred2017-12-31$61,018
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$4,409,922
Participant contributions at end of year2017-12-31$1,019,843
Participant contributions at beginning of year2017-12-31$859,802
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$609,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$18,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$18,750
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,568
Other income not declared elsewhere2017-12-31$216,166
Administrative expenses (other) incurred2017-12-31$4,637
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$17,685,519
Value of net assets at end of year (total assets less liabilities)2017-12-31$114,346,371
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,660,852
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
Investment advisory and management fees2017-12-31$73,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$109,203,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$89,089,359
Interest on participant loans2017-12-31$38,501
Value of interest in common/collective trusts at end of year2017-12-31$3,965,408
Value of interest in common/collective trusts at beginning of year2017-12-31$6,580,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$12
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,922,066
Net investment gain or loss from common/collective trusts2017-12-31$64,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,603,519
Employer contributions (assets) at end of year2017-12-31$150,567
Employer contributions (assets) at beginning of year2017-12-31$129,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,583,941
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
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 name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,568
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$16,252,227
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$12,254,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$11,966,142
Expenses. Certain deemed distributions of participant loans2016-12-31$139,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,630,159
Value of total assets at end of year2016-12-31$96,677,420
Value of total assets at beginning of year2016-12-31$92,662,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$148,784
Total interest from all sources2016-12-31$41,665
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,300,828
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$3,300,828
Administrative expenses professional fees incurred2016-12-31$79,579
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$4,464,460
Participant contributions at end of year2016-12-31$859,802
Participant contributions at beginning of year2016-12-31$994,136
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$576,542
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$18,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$127,500
Administrative expenses (other) incurred2016-12-31$4,713
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$3,998,109
Value of net assets at end of year (total assets less liabilities)2016-12-31$96,660,852
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$92,662,743
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
Investment advisory and management fees2016-12-31$64,492
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$89,089,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$84,488,158
Interest on participant loans2016-12-31$41,300
Value of interest in common/collective trusts at end of year2016-12-31$6,580,448
Value of interest in common/collective trusts at beginning of year2016-12-31$4,663,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,072,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,072,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,183,708
Net investment gain or loss from common/collective trusts2016-12-31$-31,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$4,589,157
Employer contributions (assets) at end of year2016-12-31$129,056
Employer contributions (assets) at beginning of year2016-12-31$444,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,966,142
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
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 name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$10,929,867
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,242,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,163,703
Expenses. Certain deemed distributions of participant loans2015-12-31$73,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,610,022
Value of total assets at end of year2015-12-31$92,662,743
Value of total assets at beginning of year2015-12-31$87,975,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,418
Total interest from all sources2015-12-31$504,521
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,437,668
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$4,437,668
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$4,705,479
Participant contributions at end of year2015-12-31$994,136
Participant contributions at beginning of year2015-12-31$1,056,972
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$944,338
Administrative expenses (other) incurred2015-12-31$5,418
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$4,687,222
Value of net assets at end of year (total assets less liabilities)2015-12-31$92,662,743
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$87,975,521
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$84,488,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$79,184,413
Interest on participant loans2015-12-31$41,367
Interest earned on other investments2015-12-31$462,858
Value of interest in common/collective trusts at end of year2015-12-31$4,663,671
Value of interest in common/collective trusts at beginning of year2015-12-31$4,770,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,072,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,663,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,663,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,640,862
Net investment gain or loss from common/collective trusts2015-12-31$18,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$3,960,205
Employer contributions (assets) at end of year2015-12-31$444,471
Employer contributions (assets) at beginning of year2015-12-31$1,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,163,703
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
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$14,322,326
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,027,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,020,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,133,708
Value of total assets at end of year2014-12-31$87,975,521
Value of total assets at beginning of year2014-12-31$77,680,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$7,012
Total interest from all sources2014-12-31$42,770
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,096,716
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$5,096,716
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$4,291,361
Participant contributions at end of year2014-12-31$1,056,972
Participant contributions at beginning of year2014-12-31$956,668
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$288,509
Other income not declared elsewhere2014-12-31$13,168
Administrative expenses (other) incurred2014-12-31$7,012
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$10,294,992
Value of net assets at end of year (total assets less liabilities)2014-12-31$87,975,521
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$77,680,529
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$79,184,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$69,045,404
Interest on participant loans2014-12-31$42,588
Value of interest in common/collective trusts at end of year2014-12-31$4,770,847
Value of interest in common/collective trusts at beginning of year2014-12-31$4,783,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,663,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,145,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,145,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$182
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-9,287
Net investment gain or loss from common/collective trusts2014-12-31$45,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$4,553,838
Employer contributions (assets) at end of year2014-12-31$1,300,000
Employer contributions (assets) at beginning of year2014-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,020,322
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$22,415,103
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$6,510,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,504,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,542,189
Value of total assets at end of year2013-12-31$77,680,529
Value of total assets at beginning of year2013-12-31$61,775,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,836
Total interest from all sources2013-12-31$37,473
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,247,451
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$3,247,451
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
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$3,857,650
Participant contributions at end of year2013-12-31$956,668
Participant contributions at beginning of year2013-12-31$784,337
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$9,052
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$423,056
Administrative expenses (other) incurred2013-12-31$5,836
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$15,905,006
Value of net assets at end of year (total assets less liabilities)2013-12-31$77,680,529
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$61,775,523
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$69,045,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$54,360,735
Interest on participant loans2013-12-31$37,287
Value of interest in common/collective trusts at end of year2013-12-31$4,783,207
Value of interest in common/collective trusts at beginning of year2013-12-31$5,095,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,145,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,513,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,513,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,614,606
Net investment gain or loss from common/collective trusts2013-12-31$-26,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,261,483
Employer contributions (assets) at end of year2013-12-31$750,000
Employer contributions (assets) at beginning of year2013-12-31$12,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,504,261
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
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$14,486,874
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,095,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,090,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$7,460,345
Value of total assets at end of year2012-12-31$61,775,523
Value of total assets at beginning of year2012-12-31$51,384,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,854
Total interest from all sources2012-12-31$33,815
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,361,475
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$1,361,475
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$3,674,474
Participant contributions at end of year2012-12-31$784,337
Participant contributions at beginning of year2012-12-31$717,517
Participant contributions at end of year2012-12-31$9,052
Participant contributions at beginning of year2012-12-31$15,025
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$496,603
Administrative expenses (other) incurred2012-12-31$4,854
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$10,391,227
Value of net assets at end of year (total assets less liabilities)2012-12-31$61,775,523
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$51,384,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$54,360,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,026,749
Interest on participant loans2012-12-31$33,682
Value of interest in common/collective trusts at end of year2012-12-31$5,095,181
Value of interest in common/collective trusts at beginning of year2012-12-31$4,831,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,513,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,786,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,786,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,542,063
Net investment gain or loss from common/collective trusts2012-12-31$89,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$3,289,268
Employer contributions (assets) at end of year2012-12-31$12,899
Employer contributions (assets) at beginning of year2012-12-31$7,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,090,793
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
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$5,729,868
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,067,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,061,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,808,050
Value of total assets at end of year2011-12-31$51,384,296
Value of total assets at beginning of year2011-12-31$48,721,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,779
Total interest from all sources2011-12-31$28,430
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,059,781
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$1,059,781
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$3,425,511
Participant contributions at end of year2011-12-31$717,517
Participant contributions at beginning of year2011-12-31$514,957
Participant contributions at end of year2011-12-31$15,025
Participant contributions at beginning of year2011-12-31$11,802
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$579,725
Other income not declared elsewhere2011-12-31$515
Administrative expenses (other) incurred2011-12-31$5,779
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$2,662,709
Value of net assets at end of year (total assets less liabilities)2011-12-31$51,384,296
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,721,587
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,026,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,525,835
Interest on participant loans2011-12-31$28,299
Value of interest in common/collective trusts at end of year2011-12-31$4,831,776
Value of interest in common/collective trusts at beginning of year2011-12-31$4,317,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,786,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,344,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,344,693
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,310,238
Net investment gain or loss from common/collective trusts2011-12-31$143,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$2,802,814
Employer contributions (assets) at end of year2011-12-31$7,172
Employer contributions (assets) at beginning of year2011-12-31$6,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,061,380
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
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$11,879,852
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,347,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,343,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,224,616
Value of total assets at end of year2010-12-31$48,721,587
Value of total assets at beginning of year2010-12-31$41,188,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,715
Total interest from all sources2010-12-31$15,949
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$768,474
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$768,474
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,319,818
Participant contributions at end of year2010-12-31$514,957
Participant contributions at beginning of year2010-12-31$326,028
Participant contributions at end of year2010-12-31$11,802
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$347,836
Other income not declared elsewhere2010-12-31$2,721
Administrative expenses (other) incurred2010-12-31$3,715
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$7,532,797
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,721,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,188,790
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$42,525,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,790,164
Interest on participant loans2010-12-31$15,648
Value of interest in common/collective trusts at end of year2010-12-31$4,317,570
Value of interest in common/collective trusts at beginning of year2010-12-31$4,326,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,344,693
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,746,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,746,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,696,114
Net investment gain or loss from common/collective trusts2010-12-31$171,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$2,556,962
Employer contributions (assets) at end of year2010-12-31$6,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,343,340
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
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596
2009 : SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA

2022: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SMART PLAN FOR EMPLOYEES OF THE CHAMBER OF COMMERCE OF THE UNITED STATES OF AMERICA 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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