2023 Form 5500 filing — Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & 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 20241014112828NAL0027150017001) for Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & Trust, reported by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. under EIN 58-1353898 and plan number 003. It reports 123 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112828NAL0027150017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.
- EIN
- 58-1353898
- Plan number
- 003
- Location
- Atlanta, GA
- Participants
- 123
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,487,700
- Net assets (EOY)
- $13,487,700
- Employer contributions
- $0
- Participant contributions
- $672,410
- Total income / additions
- $1,973,822
- Benefits paid
- $414,547
- Administrative expenses
- $31,393
- Total expenses
- $445,940
- Net increase / (decrease)
- $1,527,882
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Financial Services Inc | NONE | $18,587 | $0 |
| Pnc Bank Na | not reported in the loaded dataset | $13,374 | not reported in the loaded dataset |
| Principal Life Insurance Company | NONE | $12,083 | not reported in the loaded dataset |