2023 Form 5500 filing — Smith Magram Michaud Colonna, P. C. Retirement And Pension 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 20241011101102NAL0043278946001) for Smith Magram Michaud Colonna, P. C. Retirement And Pension Plan, reported by Smith Magram Michaud Colonna, P.C. under EIN 22-2026357 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241011101102NAL0043278946001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Magram Michaud Colonna, P.C.
- EIN
- 22-2026357
- Plan number
- 001
- Location
- Burlington, NJ
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,251,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,251,658
- Employer contributions
- $116,603
- Participant contributions
- $76,387
- Total income / additions
- $1,441,596
- Benefits paid
- $4,103,825
- Administrative expenses
- $55,045
- Total expenses
- $4,158,870
- Net increase / (decrease)
- -$2,717,274
- Schedule source
- Schedule I