How many benefit plans does Smartbank report on Form 5500?

Smartbank (EIN 20-4091629) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smartbank?

The Employer Identification Number (EIN) reported for Smartbank is 20-4091629.

What is the latest Form 5500 filing year for Smartbank?

The latest loaded Form 5500 filing year for Smartbank is 2023.

Smartbank — 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, Smartbank (EIN 20-4091629) is a plan sponsor located in Cookeville, TN with 1 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: 20-4091629
Location: Cookeville, TN
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $48,408,943
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $48,408,943

Contributions & income

Employer contributions: $1,813,009
Participant contributions: $3,545,440
Total income / additions: $13,909,348

Expenses & distributions

Benefits paid / distributions: $5,256,466
Total expenses: $5,431,141
Net increase / (decrease): $8,478,207

Coverage

Total reported participants: 1,330
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

Smartbank plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Smartbank 401(K) Retirement Plan	001	730	$48,375,908	2023
Jo Ann Rains Employee Stock Ownership Plan	002	17	$33,035	2023
Smartbank Employee Benefits Plan	501	583	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smartbank
Year	Plan	Participants	Schedules	Filing
2023	Smartbank Employee Benefits Plan	583	—	20240611121357NAL0013124323001
2023	Smartbank 401(K) Retirement Plan	730	H, C	20241015091544NAL0014295475001
2023	Jo Ann Rains Employee Stock Ownership Plan	17	I	20251009082209NAL0010552048001