2023 Form 5500 filing — Smith & Wesson Brands, Inc. Profit Sharing And Investment 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 20250203131629NAL0003632915001) for Smith & Wesson Brands, Inc. Profit Sharing And Investment Plan, reported by Smith & Wesson Brands, Inc. under EIN 87-0543688 and plan number 002. It reports 2,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250203131629NAL0003632915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith & Wesson Brands, Inc.
- EIN
- 87-0543688
- Plan number
- 002
- Location
- Maryville, TN
- Participants
- 2,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $259,623,952
- Net assets (EOY)
- $259,623,952
- Employer contributions
- $11,715,599
- Participant contributions
- $7,337,357
- Total income / additions
- $49,022,646
- Benefits paid
- $27,487,251
- Administrative expenses
- $326,705
- Total expenses
- $27,915,351
- Net increase / (decrease)
- $21,107,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $220,705 | $0 |
| Morgan Stanley | INVESTMENT ADVISORY | $87,500 | not reported in the loaded dataset |
| Meyers Brothers Kalicka, Pc | AUDITOR | $18,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |