2023 Form 5500 filing — Smc Global Holdings, Inc. Retirement Income Plan B

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 20241230075705NAL0027214112001) for Smc Global Holdings, Inc. Retirement Income Plan B, reported by Smc Global Holdings, Inc. under EIN 25-0929301 and plan number 001. It reports 111 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)$6.4MReported net assets$6,433,621
Participants111
Provider compensation$22.9K2 Schedule C row(s)$22,869
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241230075705NAL0027214112001
Plan sponsor
Smc Global Holdings, Inc.
EIN
25-0929301
Plan number
001
Location
Saint Marys, PA
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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$641.1K
Total expenses$634.1K
Benefits paid / distributions$565.6K
Contributions
Employer$76.9K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$6,433,621
Total liabilities (EOY)
$0
Net assets (EOY)
$6,433,621
Employer contributions
$76,873
Total income / additions
$641,060
Benefits paid
$565,643
Administrative expenses
$68,469
Total expenses
$634,112
Net increase / (decrease)
$6,948
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $17K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $5.9K

Related Form 5500 pages