SMITH SALLEY & ASSOCIATES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-02 | 17 |
| Total number of particpants at end of year | 2025-06-02 | 19 |
| Number of Participants With Account Balances | 2025-06-02 | 19 |
| 2024: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-14 | 14 |
| Total number of particpants at end of year | 2024-05-14 | 15 |
| Number of Participants With Account Balances | 2024-05-14 | 15 |
| 2021: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 14 |
| Number of participants with account balances | 2021-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
| 2020: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1 |
| Total of all active and inactive participants | 2020-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 14 |
| Number of participants with account balances | 2020-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1 |
| Total of all active and inactive participants | 2018-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 10 |
| Number of participants with account balances | 2018-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 9 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 8 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 7 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 7 |
| Number of participants with account balances | 2015-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 6 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 6 |
| Number of participants with account balances | 2014-01-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-02 | 29350 |
| Net assets as of the end of the plan year | 2025-06-02 | 6148203 |
| Total assets as of the beginning of the plan year | 2025-06-02 | 4641858 |
| Value of plan covered by a fidelity bond | 2025-06-02 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-02 | 232058 |
| Other contributions to plan in this plan year | 2025-06-02 | 36 |
| Other income to plan in this plan year | 2025-06-02 | 812202 |
| Plan net income in this plan year | 2025-06-02 | 1506345 |
| Net assets as of the end of the plan year | 2025-06-02 | 6148203 |
| Net assets as of the beginning of the plan year | 2025-06-02 | 4641858 |
| Value of contributions failed to transmitted timely | 2025-06-02 | 10242 |
| Employer contributions to plan in this plan year | 2025-06-02 | 491399 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-02 | 315 |
| 2024 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-14 | 2368 |
| Net assets as of the end of the plan year | 2024-05-14 | 4641858 |
| Total assets as of the beginning of the plan year | 2024-05-14 | 3218534 |
| Value of plan covered by a fidelity bond | 2024-05-14 | 2000000 |
| Participant contributions to plan in this plan year | 2024-05-14 | 184859 |
| Other income to plan in this plan year | 2024-05-14 | 822857 |
| Plan net income in this plan year | 2024-05-14 | 1423324 |
| Net assets as of the end of the plan year | 2024-05-14 | 4641858 |
| Net assets as of the beginning of the plan year | 2024-05-14 | 3218534 |
| Employer contributions to plan in this plan year | 2024-05-14 | 417976 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-14 | 315 |
| 2021 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $928,018 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $60 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $0 |
| Total plan assets at end of year | 2021-12-31 | $3,138,445 |
| Total plan assets at beginning of year | 2021-12-31 | $2,210,487 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $145,621 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $505,317 |
| Net income (gross income less expenses) | 2021-12-31 | $927,958 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,138,445 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,210,487 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $277,080 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $60 |
| 2020 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $696,079 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $30 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $2,210,487 |
| Total plan assets at beginning of year | 2020-12-31 | $1,514,438 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $121,076 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $336,098 |
| Net income (gross income less expenses) | 2020-12-31 | $696,049 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,210,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,514,438 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $238,905 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $30 |
| 2019 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $626,588 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $1,514,438 |
| Total plan assets at beginning of year | 2019-12-31 | $887,850 |
| Value of fidelity bond covering the plan | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $107,652 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $281,798 |
| Net income (gross income less expenses) | 2019-12-31 | $626,588 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,514,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $887,850 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $237,138 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| 2018 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $220,063 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,546 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $15,471 |
| Total plan assets at end of year | 2018-12-31 | $887,850 |
| Total plan assets at beginning of year | 2018-12-31 | $683,333 |
| Value of fidelity bond covering the plan | 2018-12-31 | $0 |
| Total contributions received or receivable from participants | 2018-12-31 | $94,783 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-81,701 |
| Net income (gross income less expenses) | 2018-12-31 | $204,517 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $887,850 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $683,333 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $206,981 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $75 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
| 2017 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $302,246 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $683,333 |
| Total plan assets at beginning of year | 2017-12-31 | $381,087 |
| Value of fidelity bond covering the plan | 2017-12-31 | $0 |
| Total contributions received or receivable from participants | 2017-12-31 | $91,278 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $71,029 |
| Net income (gross income less expenses) | 2017-12-31 | $302,246 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $683,333 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $381,087 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $139,939 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| 2016 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $240,078 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $381,087 |
| Total plan assets at beginning of year | 2016-12-31 | $141,009 |
| Value of fidelity bond covering the plan | 2016-12-31 | $0 |
| Total contributions received or receivable from participants | 2016-12-31 | $75,410 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $59,495 |
| Net income (gross income less expenses) | 2016-12-31 | $240,078 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $381,087 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $141,009 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $105,173 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| 2015 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $93,358 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $141,009 |
| Total plan assets at beginning of year | 2015-12-31 | $47,651 |
| Value of fidelity bond covering the plan | 2015-12-31 | $0 |
| Total contributions received or receivable from participants | 2015-12-31 | $70,097 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-6,188 |
| Net income (gross income less expenses) | 2015-12-31 | $93,358 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $141,009 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $47,651 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $29,449 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| 2014 : SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $0 |
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $47,651 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $47,651 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $0 |
| Total contributions received or receivable from participants | 2014-12-31 | $47,369 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $282 |
| Net income (gross income less expenses) | 2014-12-31 | $47,651 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $47,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| 2021: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SMITH SALLEY & ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |