How many benefit plans does Smith Brothers Holdings, Inc. report on Form 5500?

Smith Brothers Holdings, Inc. (EIN 20-0510983) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smith Brothers Holdings, Inc.?

The Employer Identification Number (EIN) reported for Smith Brothers Holdings, Inc. is 20-0510983.

What is the latest Form 5500 filing year for Smith Brothers Holdings, Inc.?

The latest loaded Form 5500 filing year for Smith Brothers Holdings, Inc. is 2023.

Smith Brothers Holdings, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Smith Brothers Holdings, Inc. (EIN 20-0510983) is a plan sponsor located in Kent, WA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 20-0510983
Location: Kent, WA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,363,663
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,363,663

Contributions & income

Employer contributions: $541,156
Participant contributions: $950,994
Total income / additions: $3,361,475

Expenses & distributions

Benefits paid / distributions: $1,145,275
Total expenses: $1,204,777
Net increase / (decrease): $2,156,698

Coverage

Total reported participants: 270
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Smith Brothers Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Smith Brothers Farms 401k Profit Sharing Plan	001	217	$11,012,316	2023
Smith Brothers Holdings Union 401(K) Plan	002	53	$351,347	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smith Brothers Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Smith Brothers Holdings Union 401(K) Plan	53	I	20240710165713NAL0015312337001
2023	Smith Brothers Farms 401k Profit Sharing Plan	217	H, C	20241010170337NAL0034833504001