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Plan Name | ERIC SMITH ASSOCIATES, P.C. 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | ERIC SMITH ASSOCIATES, P.C. |
Employer identification number (EIN): | 841009968 |
NAIC Classification: | 541310 |
NAIC Description: | Architectural Services |
Additional information about ERIC SMITH ASSOCIATES, P.C.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1985-12-30 |
Company Identification Number: | 19871651425 |
Legal Registered Office Address: |
1919 7th Street BOULDER United States of America (USA) 80302 |
More information about ERIC SMITH ASSOCIATES, P.C.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ASHLEY KNIGHT | |||
001 | 2016-01-01 | ASHLEY KNIGHT | |||
001 | 2015-01-01 | ASHLEY KNIGHT | |||
001 | 2014-01-01 | ASHLEY KNIGHT | |||
001 | 2013-01-01 | ASHLEY KNIGHT | |||
001 | 2012-01-01 | ASHLEY KNIGHT | |||
001 | 2011-01-01 | ASHLEY KNIGHT | |||
001 | 2010-01-01 | ASHLEY KNIGHT | |||
001 | 2009-01-01 | ASHLEY KNIGHT |
Measure | Date | Value |
---|---|---|
2022: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 14 |
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 | 7 |
Total of all active and inactive participants | 2022-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 21 |
Number of participants with account balances | 2022-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
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 | 6 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 10 |
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 | 6 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
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 | 4 |
Total of all active and inactive participants | 2019-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 17 |
Number of participants with account balances | 2019-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 13 |
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 | 4 |
Total of all active and inactive participants | 2018-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 13 |
Number of participants with account balances | 2018-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 15 |
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 | 4 |
Total of all active and inactive participants | 2017-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 13 |
Number of participants with account balances | 2017-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
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 | 4 |
Total of all active and inactive participants | 2016-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 15 |
Number of participants with account balances | 2016-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
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 | 5 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 10 |
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 | 5 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 13 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 10 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
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 | 0 |
2012: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 14 |
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 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 5 |
Total of all active and inactive participants | 2012-01-01 | 13 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 13 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ERIC SMITH ASSOCIATES, P.C. 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 | 11 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
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 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 11 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 14 |
Number of participants with account balances | 2010-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 22 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-470,024 |
Expenses. Total of all expenses incurred | 2022-12-31 | $375 |
Benefits paid (including direct rollovers) | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $2,140,340 |
Total plan assets at beginning of year | 2022-12-31 | $2,610,739 |
Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $87,142 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-676,022 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-470,399 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,140,340 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,610,739 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $118,856 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $375 |
2021 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $438,669 |
Expenses. Total of all expenses incurred | 2021-12-31 | $256,191 |
Benefits paid (including direct rollovers) | 2021-12-31 | $255,846 |
Total plan assets at end of year | 2021-12-31 | $2,610,739 |
Total plan assets at beginning of year | 2021-12-31 | $2,428,261 |
Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $46,646 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
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 | $252,035 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $182,478 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,610,739 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,428,261 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $139,988 |
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 | $345 |
2020 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $574,752 |
Expenses. Total of all expenses incurred | 2020-12-31 | $340 |
Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $2,428,261 |
Total plan assets at beginning of year | 2020-12-31 | $1,853,849 |
Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $41,757 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
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 | $532,995 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $574,412 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,428,261 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,853,849 |
Assets. Value of participant loans | 2020-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $0 |
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 | $340 |
2019 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $463,439 |
Expenses. Total of all expenses incurred | 2019-12-31 | $46,800 |
Benefits paid (including direct rollovers) | 2019-12-31 | $46,455 |
Total plan assets at end of year | 2019-12-31 | $1,853,849 |
Total plan assets at beginning of year | 2019-12-31 | $1,437,210 |
Value of fidelity bond covering the plan | 2019-12-31 | $160,000 |
Total contributions received or receivable from participants | 2019-12-31 | $62,901 |
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 | $320,125 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $416,639 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,853,849 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,437,210 |
Assets. Value of participant loans | 2019-12-31 | $37,125 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $80,413 |
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 | $345 |
2018 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $100,323 |
Expenses. Total of all expenses incurred | 2018-12-31 | $255 |
Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
Total plan assets at end of year | 2018-12-31 | $1,437,210 |
Total plan assets at beginning of year | 2018-12-31 | $1,337,142 |
Value of fidelity bond covering the plan | 2018-12-31 | $160,000 |
Total contributions received or receivable from participants | 2018-12-31 | $71,619 |
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 | $-53,645 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $100,068 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,437,210 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,337,142 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $82,349 |
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 | $255 |
2017 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $360,351 |
Expenses. Total of all expenses incurred | 2017-12-31 | $285 |
Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
Total plan assets at end of year | 2017-12-31 | $1,337,142 |
Total plan assets at beginning of year | 2017-12-31 | $977,076 |
Value of fidelity bond covering the plan | 2017-12-31 | $160,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $58,087 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
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 | $225,995 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $360,066 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,337,142 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $977,076 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $76,269 |
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 | $285 |
2016 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $239,599 |
Expenses. Total of all expenses incurred | 2016-12-31 | $54,738 |
Benefits paid (including direct rollovers) | 2016-12-31 | $54,453 |
Total plan assets at end of year | 2016-12-31 | $977,076 |
Total plan assets at beginning of year | 2016-12-31 | $792,215 |
Value of fidelity bond covering the plan | 2016-12-31 | $80,000 |
Total contributions received or receivable from participants | 2016-12-31 | $53,517 |
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 | $35,725 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $184,861 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $977,076 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $792,215 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $150,357 |
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 | $285 |
2015 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $-2,012 |
Expenses. Total of all expenses incurred | 2015-12-31 | $1,516 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $792,215 |
Total plan assets at beginning of year | 2015-12-31 | $795,743 |
Value of fidelity bond covering the plan | 2015-12-31 | $80,000 |
Total contributions received or receivable from participants | 2015-12-31 | $13,527 |
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 | $-15,539 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $-3,528 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $792,215 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $795,743 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $1,256 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $260 |
2014 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | $70,248 |
Expenses. Total of all expenses incurred | 2014-12-31 | $23,558 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $795,743 |
Total plan assets at beginning of year | 2014-12-31 | $749,053 |
Value of fidelity bond covering the plan | 2014-12-31 | $80,000 |
Total contributions received or receivable from participants | 2014-12-31 | $23,508 |
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 | $42,053 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $46,690 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $795,743 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $749,053 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $4,687 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $23,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $285 |
2013 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $188,024 |
Expenses. Total of all expenses incurred | 2013-12-31 | $230 |
Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
Total plan assets at end of year | 2013-12-31 | $749,053 |
Total plan assets at beginning of year | 2013-12-31 | $561,259 |
Value of fidelity bond covering the plan | 2013-12-31 | $80,000 |
Total contributions received or receivable from participants | 2013-12-31 | $34,307 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $153,717 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $187,794 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $749,053 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $561,259 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $230 |
2012 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $108,293 |
Expenses. Total of all expenses incurred | 2012-12-31 | $246,753 |
Benefits paid (including direct rollovers) | 2012-12-31 | $246,518 |
Total plan assets at end of year | 2012-12-31 | $561,259 |
Total plan assets at beginning of year | 2012-12-31 | $699,719 |
Value of fidelity bond covering the plan | 2012-12-31 | $80,000 |
Total contributions received or receivable from participants | 2012-12-31 | $28,676 |
Other income received | 2012-12-31 | $72,288 |
Net income (gross income less expenses) | 2012-12-31 | $-138,460 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $561,259 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $699,719 |
Assets. Value of participant loans | 2012-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $7,329 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $235 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $-16,523 |
Expenses. Total of all expenses incurred | 2011-12-31 | $2,219 |
Total plan assets at end of year | 2011-12-31 | $699,719 |
Total plan assets at beginning of year | 2011-12-31 | $718,461 |
Value of fidelity bond covering the plan | 2011-12-31 | $80,000 |
Total contributions received or receivable from participants | 2011-12-31 | $42,037 |
Other income received | 2011-12-31 | $-58,560 |
Net income (gross income less expenses) | 2011-12-31 | $-18,742 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $699,719 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $718,461 |
Assets. Value of participant loans | 2011-12-31 | $8,565 |
Value of corrective distributions | 2011-12-31 | $1,998 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $221 |
2010 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $171,034 |
Expenses. Total of all expenses incurred | 2010-12-31 | $249,650 |
Benefits paid (including direct rollovers) | 2010-12-31 | $249,305 |
Total plan assets at end of year | 2010-12-31 | $718,461 |
Total plan assets at beginning of year | 2010-12-31 | $797,077 |
Value of fidelity bond covering the plan | 2010-12-31 | $80,000 |
Total contributions received or receivable from participants | 2010-12-31 | $55,758 |
Other income received | 2010-12-31 | $115,276 |
Net income (gross income less expenses) | 2010-12-31 | $-78,616 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $718,461 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $797,077 |
Assets. Value of participant loans | 2010-12-31 | $11,380 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $345 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 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: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
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 |
2013: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ERIC SMITH ASSOCIATES, P.C. 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |