2023 Form 5500 filing — A. O. Smith Corporation Master 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 20240731103128NAL0022080209003) for A. O. Smith Corporation Master Trust, reported by A. O. Smith Corporation under EIN 39-1396239 and plan number 014. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731103128NAL0022080209003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- A. O. Smith Corporation
- EIN
- 39-1396239
- Plan number
- 014
- Location
- Milwaukee, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $563,119,347
- Net assets (EOY)
- $563,119,347
- Total income / additions
- $75,887,840
- Administrative expenses
- $434,264
- Total expenses
- $434,264
- Net increase / (decrease)
- $75,453,576
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $336,464 | $0 |
| Marquette Associates | NONE | $76,500 | not reported in the loaded dataset |
| Reilly, Penner & Benton Llp | NONE | $21,300 | not reported in the loaded dataset |