2023 Form 5500 filing — Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. Esop
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 20241014113819NAL0026057265001) for Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. Esop, reported by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. under EIN 58-1353898 and plan number 004. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241014113819NAL0026057265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.
- EIN
- 58-1353898
- Plan number
- 004
- Location
- Atlanta, GA
- Participants
- 138
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,672,725
- Total liabilities (EOY)
- $752
- Net assets (EOY)
- $6,671,973
- Employer contributions
- $506,887
- Total income / additions
- -$282,712
- Benefits paid
- $506,887
- Administrative expenses
- $0
- Total expenses
- $506,887
- Net increase / (decrease)
- -$789,599
- Schedule source
- Schedule H