2023 Form 5500 filing — S.H. Smith & Company, Incorporated Employee Stock Ownership Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240514085312NAL0037918113001) for S.H. Smith & Company, Incorporated Employee Stock Ownership Trust, reported by S.H. Smith & Company, Incorporated under EIN 43-1214721 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.3MReported net assets$2,338,737
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240514085312NAL0037918113001
- Plan sponsor
- S.H. Smith & Company, Incorporated
- EIN
- 43-1214721
- Plan number
- 001
- Location
- Poplar Bluff, MO
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$2.3M total assets
Net assets$2.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,338,737
- Net assets (EOY)
- $2,338,737
- Employer contributions
- $150,000
- Total income / additions
- $326,479
- Benefits paid
- $189,051
- Total expenses
- $189,051
- Net increase / (decrease)
- $137,428