2023 Form 5500 filing — Smith Packett Med-Com, LLC 401(K) Retirement 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 20241013102842NAL0050330130001) for Smith Packett Med-Com, LLC 401(K) Retirement Plan, reported by Smith Packett Med-Com, LLC under EIN 02-0546607 and plan number 001. It reports 2,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013102842NAL0050330130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Packett Med-Com, LLC
- EIN
- 02-0546607
- Plan number
- 001
- Location
- Roanoke, VA
- Participants
- 2,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,450,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,450,363
- Participant contributions
- $1,993,679
- Total income / additions
- $3,376,474
- Benefits paid
- $1,607,246
- Administrative expenses
- $263,454
- Total expenses
- $1,888,967
- Net increase / (decrease)
- $1,487,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $263,454 | $0 |