2023 Form 5500 filing — Smith System Manufacturing Company Retirement Savings 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 20241014111007NAL0045741440001) for Smith System Manufacturing Company Retirement Savings Plan, reported by Smith System Manufacturing Company under EIN 41-1424908 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$6.3MReported net assets$6,288,117
Participants194
Provider compensation$2.4K1 Schedule C row(s)$2,400
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014111007NAL0045741440001
- Plan sponsor
- Smith System Manufacturing Company
- EIN
- 41-1424908
- Plan number
- 002
- Location
- Carrollton, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $6,288,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,288,117
- Employer contributions
- $303,739
- Participant contributions
- $651,473
- Total income / additions
- $1,891,307
- Benefits paid
- $225,099
- Administrative expenses
- $2,400
- Total expenses
- $229,750
- Net increase / (decrease)
- $1,661,557
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $2,400 | $0 |