2023 Form 5500 filing — Smith Douglas Homes 401(K) Plan
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 20241004094403NAL0020165984001) for Smith Douglas Homes 401(K) Plan, reported by Smith Douglas Holdings LLC under EIN 81-0981602 and plan number 001. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004094403NAL0020165984001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Douglas Holdings LLC
- EIN
- 81-0981602
- Plan number
- 001
- Location
- Woodstock, GA
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,452,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,452,601
- Employer contributions
- $1,307,214
- Participant contributions
- $2,410,555
- Total income / additions
- $6,337,593
- Benefits paid
- $2,116,074
- Administrative expenses
- $79,754
- Total expenses
- $2,195,841
- Net increase / (decrease)
- $4,141,752
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,093 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,762 | not reported in the loaded dataset |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $12,499 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |