Smc Global 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, Smc Global Holdings, Inc (EIN 25-0929301) is a plan sponsor located in St Marys, PA 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
25-0929301
Location
St Marys, PA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Smc Global Holdings, Inc

  • 3 loaded plans hold $17.5M in reported assets.
  • The largest, Smc Global Holdings, Inc. Savings Plan And Trust, holds 63% of this company's reported plan assets.
  • Plans cover 439 reported participants.
  • 2 of 3 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$17.5MSummed across loaded plans$17,512,083
Total reported assets$17.5M$17,512,083
Total reported participants439
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$17.5M total assets
Net assets$17.5MLiabilities$0
Contributions & income
Employer contributions$338.5K
Participant contributions$415.3K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$2.5M
Total expenses$2.6M
Net increase / (decrease)-$9.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation3 / 3 (100%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets63%Smc Global Holdings, Inc. Savings Plan And Trust
Participants per plan146Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #003 · 213 participants · 2023
  2. 2
    Plan #001 · 111 participants · 2023
  3. 3
    St. Marys Carbon Group Insurance Plannot reported in the loaded dataset
    Plan #501 · 115 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Smc Global Holdings, Inc. Open one for its full reported snapshot.

  1. 2023
    St. Marys Carbon Group Insurance Plan115 participants · 2Sch C
    View filing →
  2. 2023
    Smc Global Holdings, Inc. Savings Plan And Trust213 participants · 2Sch HSch C
    View filing →
  3. 2023
    Smc Global Holdings, Inc. Retirement Income Plan B111 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Smc Global Holdings, Inc report on Form 5500?
Smc Global Holdings, Inc (EIN 25-0929301) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Smc Global Holdings, Inc?
The Employer Identification Number (EIN) reported for Smc Global Holdings, Inc is 25-0929301.
What is the latest Form 5500 filing year for Smc Global Holdings, Inc?
The latest loaded Form 5500 filing year for Smc Global Holdings, Inc is 2023.

Related Form 5500 pages