401k Plan data: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN plan

SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 401k Plan overview

Plan Name	SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN
Plan identification number	001

SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SCHEEN & SMITH, P.S.C. has sponsored the creation of one or more 401k plans.

Company Name: SCHEEN & SMITH, P.S.C.

Employer identification number (EIN): 610951954

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 STEPHEN Z SMITH 2023-04-30
001 2021-01-01 STEPHEN Z SMITH 2022-02-27
001 2020-01-01 STEPHEN Z SMITH 2021-05-13
001 2019-01-01 STEPHEN Z. SMITH 2020-06-13
001 2018-01-01 STEPHEN Z. SMITH 2019-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 STEPHEN Z. SMITH, M.D.
001 2012-01-01 STEPHEN Z. SMITH, M.D.
001 2011-01-01 STEPHEN Z. SMITH, M.D.
001 2010-01-01 STEPHEN Z. SMITH, M.D.
001 2009-01-01 STEPHEN Z. SMITH, M.D.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	STEPHEN Z SMITH	2023-04-30
001	2021-01-01	STEPHEN Z SMITH	2022-02-27
001	2020-01-01	STEPHEN Z SMITH	2021-05-13
001	2019-01-01	STEPHEN Z. SMITH	2020-06-13
001	2018-01-01	STEPHEN Z. SMITH	2019-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	STEPHEN Z. SMITH, M.D.
001	2012-01-01	STEPHEN Z. SMITH, M.D.
001	2011-01-01	STEPHEN Z. SMITH, M.D.
001	2010-01-01	STEPHEN Z. SMITH, M.D.
001	2009-01-01	STEPHEN Z. SMITH, M.D.

Plan Statistics for SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN

401k plan membership statisitcs for SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN

Measure Date Value
2022: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 9
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 15
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 15
2021: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
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 4
Total of all active and inactive participants 2021-01-01 15
Total participants 2021-01-01 15
Number of participants with account balances 2021-01-01 15
2020: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
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 4
Total of all active and inactive participants 2020-01-01 15
Total participants 2020-01-01 15
Number of participants with account balances 2020-01-01 15
2019: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 14
Total participants 2019-01-01 14
Number of participants with account balances 2019-01-01 13
2018: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 11
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 14
Total participants 2018-01-01 14
Number of participants with account balances 2018-01-01 13
2017: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 5
Total of all active and inactive participants 2017-01-01 14
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 14
2016: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 12
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 3
Total of all active and inactive participants 2015-01-01 12
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 14
Total participants 2014-01-01 14
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 8
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 12
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 12
2010: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 5
Total of all active and inactive participants 2010-01-01 12
Total participants 2010-01-01 12
Number of participants with account balances 2010-01-01 12
2009: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 11
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	9
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	15
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	15
2021: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
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	4
Total of all active and inactive participants	2021-01-01	15
Total participants	2021-01-01	15
Number of participants with account balances	2021-01-01	15
2020: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
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	4
Total of all active and inactive participants	2020-01-01	15
Total participants	2020-01-01	15
Number of participants with account balances	2020-01-01	15
2019: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	14
Total participants	2019-01-01	14
Number of participants with account balances	2019-01-01	13
2018: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	11
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	14
Total participants	2018-01-01	14
Number of participants with account balances	2018-01-01	13
2017: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	5
Total of all active and inactive participants	2017-01-01	14
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	14
2016: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	12
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	3
Total of all active and inactive participants	2015-01-01	12
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	14
Total participants	2014-01-01	14
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	8
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	12
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	12
2010: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	5
Total of all active and inactive participants	2010-01-01	12
Total participants	2010-01-01	12
Number of participants with account balances	2010-01-01	12
2009: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	11
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN

Measure	Date	Value
2022 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-888,153
Expenses. Total of all expenses incurred	2022-12-31	$427,263
Benefits paid (including direct rollovers)	2022-12-31	$427,213
Total plan assets at end of year	2022-12-31	$8,504,798
Total plan assets at beginning of year	2022-12-31	$9,820,214
Value of fidelity bond covering the plan	2022-12-31	$500,000
Total contributions received or receivable from participants	2022-12-31	$105,413
Other income received	2022-12-31	$-1,082,171
Net income (gross income less expenses)	2022-12-31	$-1,315,416
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$8,504,798
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$9,820,214
Total contributions received or receivable from employer(s)	2022-12-31	$88,605
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$50
2021 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,159,895
Expenses. Total of all expenses incurred	2021-12-31	$361,325
Benefits paid (including direct rollovers)	2021-12-31	$361,200
Total plan assets at end of year	2021-12-31	$9,820,214
Total plan assets at beginning of year	2021-12-31	$9,021,644
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$103,598
Other income received	2021-12-31	$966,424
Net income (gross income less expenses)	2021-12-31	$798,570
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$9,820,214
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$9,021,644
Total contributions received or receivable from employer(s)	2021-12-31	$89,873
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$125
2020 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,326,674
Expenses. Total of all expenses incurred	2020-12-31	$34,048
Benefits paid (including direct rollovers)	2020-12-31	$33,973
Total plan assets at end of year	2020-12-31	$9,021,644
Total plan assets at beginning of year	2020-12-31	$7,729,018
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$97,744
Other income received	2020-12-31	$1,147,612
Net income (gross income less expenses)	2020-12-31	$1,292,626
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$9,021,644
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,729,018
Assets. Value of real-estate (other than employer real property)	2020-12-31	$31,989
Total contributions received or receivable from employer(s)	2020-12-31	$81,318
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$31,989
2019 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,709,447
Expenses. Total of all expenses incurred	2019-12-31	$216,000
Benefits paid (including direct rollovers)	2019-12-31	$216,000
Total plan assets at end of year	2019-12-31	$7,729,018
Total plan assets at beginning of year	2019-12-31	$6,235,571
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$94,162
Other income received	2019-12-31	$1,532,343
Net income (gross income less expenses)	2019-12-31	$1,493,447
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,729,018
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,235,571
Assets. Value of real-estate (other than employer real property)	2019-12-31	$27,584
Total contributions received or receivable from employer(s)	2019-12-31	$82,942
2018 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-1,165,445
Expenses. Total of all expenses incurred	2018-12-31	$271,597
Benefits paid (including direct rollovers)	2018-12-31	$271,447
Total plan assets at end of year	2018-12-31	$6,235,571
Total plan assets at beginning of year	2018-12-31	$7,672,613
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$87,574
Other income received	2018-12-31	$-1,335,243
Net income (gross income less expenses)	2018-12-31	$-1,437,042
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,235,571
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$7,672,613
Assets. Value of real-estate (other than employer real property)	2018-12-31	$25,254
Total contributions received or receivable from employer(s)	2018-12-31	$82,224
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$150
2017 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,601,296
Expenses. Total of all expenses incurred	2017-12-31	$429,500
Benefits paid (including direct rollovers)	2017-12-31	$429,500
Total plan assets at end of year	2017-12-31	$7,672,613
Total plan assets at beginning of year	2017-12-31	$6,500,817
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$77,557
Other income received	2017-12-31	$1,450,221
Net income (gross income less expenses)	2017-12-31	$1,171,796
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$7,672,613
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$6,500,817
Assets. Value of real-estate (other than employer real property)	2017-12-31	$23,938
Total contributions received or receivable from employer(s)	2017-12-31	$73,518
2016 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$656,771
Expenses. Total of all expenses incurred	2016-12-31	$19,793
Benefits paid (including direct rollovers)	2016-12-31	$19,793
Total plan assets at end of year	2016-12-31	$6,500,817
Total plan assets at beginning of year	2016-12-31	$5,863,839
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$57,409
Other income received	2016-12-31	$540,983
Net income (gross income less expenses)	2016-12-31	$636,978
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$6,500,817
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$5,863,839
Assets. Value of real-estate (other than employer real property)	2016-12-31	$24,045
Total contributions received or receivable from employer(s)	2016-12-31	$58,379
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$72,449
Expenses. Total of all expenses incurred	2015-12-31	$33,176
Benefits paid (including direct rollovers)	2015-12-31	$33,176
Total plan assets at end of year	2015-12-31	$5,863,839
Total plan assets at beginning of year	2015-12-31	$5,824,566
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$48,000
Other income received	2015-12-31	$-47,489
Net income (gross income less expenses)	2015-12-31	$39,273
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,863,839
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$5,824,566
Assets. Value of real-estate (other than employer real property)	2015-12-31	$24,194
Total contributions received or receivable from employer(s)	2015-12-31	$71,938
2014 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$260,824
Expenses. Total of all expenses incurred	2014-12-31	$75
Total plan assets at end of year	2014-12-31	$5,824,566
Total plan assets at beginning of year	2014-12-31	$5,563,817
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$44,083
Other income received	2014-12-31	$149,234
Net income (gross income less expenses)	2014-12-31	$260,749
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$5,824,566
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$5,563,817
Assets. Value of real-estate (other than employer real property)	2014-12-31	$41,303
Total contributions received or receivable from employer(s)	2014-12-31	$67,507
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$75
2013 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,340,993
Expenses. Total of all expenses incurred	2013-12-31	$91,017
Benefits paid (including direct rollovers)	2013-12-31	$90,967
Total plan assets at end of year	2013-12-31	$5,563,817
Total plan assets at beginning of year	2013-12-31	$4,313,841
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$46,000
Other income received	2013-12-31	$1,231,949
Net income (gross income less expenses)	2013-12-31	$1,249,976
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$5,563,817
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,313,841
Assets. Value of real-estate (other than employer real property)	2013-12-31	$24,994
Total contributions received or receivable from employer(s)	2013-12-31	$63,044
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$50
2012 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$774,349
Expenses. Total of all expenses incurred	2012-12-31	$127,979
Benefits paid (including direct rollovers)	2012-12-31	$127,954
Total plan assets at end of year	2012-12-31	$4,313,841
Total plan assets at beginning of year	2012-12-31	$3,667,471
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$45,000
Other income received	2012-12-31	$665,519
Net income (gross income less expenses)	2012-12-31	$646,370
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,313,841
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,667,471
Assets. Value of real-estate (other than employer real property)	2012-12-31	$41,986
Total contributions received or receivable from employer(s)	2012-12-31	$63,830
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$25
2011 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-97,921
Expenses. Total of all expenses incurred	2011-12-31	$31,010
Benefits paid (including direct rollovers)	2011-12-31	$31,010
Total plan assets at end of year	2011-12-31	$3,667,471
Total plan assets at beginning of year	2011-12-31	$3,796,402
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$44,000
Other income received	2011-12-31	$-201,333
Net income (gross income less expenses)	2011-12-31	$-128,931
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,667,471
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,796,402
Assets. Value of real-estate (other than employer real property)	2011-12-31	$29,460
Total contributions received or receivable from employer(s)	2011-12-31	$59,412
2010 : SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$517,772
Total plan assets at end of year	2010-12-31	$3,796,402
Total plan assets at beginning of year	2010-12-31	$3,278,630
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$44,000
Other income received	2010-12-31	$415,102
Net income (gross income less expenses)	2010-12-31	$517,772
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,796,402
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,278,630
Assets. Value of real-estate (other than employer real property)	2010-12-31	$29,388
Total contributions received or receivable from employer(s)	2010-12-31	$58,670

Form 5500 Responses for SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN

2022: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHEEN & SMITH P.S.C. PROFIT SHARING & 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SCHEEN & SMITH, P.S.C.
Employer identification number (EIN):	610951954
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)