2023 Form 5500 filing — Smislova, Kehnemui & Associates, P.A. Profit Sharing 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 20241009145423NAL0009324883001) for Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust, reported by Smislova, Kehnemui & Associates, P.A. under EIN 52-1017799 and plan number 002. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145423NAL0009324883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smislova, Kehnemui & Associates, P.A.
- EIN
- 52-1017799
- Plan number
- 002
- Location
- Potomac, MD
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,329,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,329,262
- Employer contributions
- $669,654
- Participant contributions
- $812,657
- Total income / additions
- $5,064,083
- Benefits paid
- $2,061,409
- Administrative expenses
- $53,768
- Total expenses
- $2,114,068
- Net increase / (decrease)
- $2,950,015
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Acec Retirement Trust | OTHER | $27,887 | not reported in the loaded dataset |
| Dembo Jones Pc | AUDITOR | $14,400 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,648 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,834 | not reported in the loaded dataset |