2023 Form 5500 filing — Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And 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 20240516073645NAL0085656514001) for Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust, reported by Scott Smith & Son, Inc. under EIN 16-1017618 and plan number 001. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.5MReported net assets$2,463,203
Participants29
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240516073645NAL0085656514001
- Plan sponsor
- Scott Smith & Son, Inc.
- EIN
- 16-1017618
- Plan number
- 001
- Location
- Owego, NY
- 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)$2.5M total assets
Net assets$2.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,463,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,463,203
- Employer contributions
- $83,572
- Participant contributions
- $115,938
- Total income / additions
- $606,497
- Benefits paid
- $10,745
- Administrative expenses
- $13,784
- Total expenses
- $24,529
- Net increase / (decrease)
- $581,968