2023 Form 5500 filing — Smith-Emery International, Inc. 401k 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 20241015180434NAL0017014483001) for Smith-Emery International, Inc. 401k Plan, reported by Smith-Emery International, Inc. under EIN 95-3072721 and plan number 001. It reports 243 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180434NAL0017014483001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith-Emery International, Inc.
- EIN
- 95-3072721
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 243
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,844,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,844,091
- Participant contributions
- $549,798
- Total income / additions
- $1,993,146
- Benefits paid
- $472,908
- Administrative expenses
- $51,785
- Total expenses
- $524,693
- Net increase / (decrease)
- $1,468,453
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $36,626 | not reported in the loaded dataset |
| Independent Financial Group LLC | BROKER/ADVISER | $0 | $24,354 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $16,124 | $0 |
| Actuarial Benefits Corp. | CONTRACT ADMINISTRATOR | $0 | $10,000 |