2023 Form 5500 filing — C. D. Smith Construction, Inc. Profit Sharing 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 20250711112225NAL0006275857001) for C. D. Smith Construction, Inc. Profit Sharing Plan, reported by C.D. Smith Construction, Inc. under EIN 39-0759260 and plan number 009. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711112225NAL0006275857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.D. Smith Construction, Inc.
- EIN
- 39-0759260
- Plan number
- 009
- Location
- Fond Du Lac, WI
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,181,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,181,601
- Employer contributions
- $2,459,613
- Participant contributions
- $1,288,052
- Total income / additions
- $11,275,759
- Benefits paid
- $1,693,595
- Administrative expenses
- $23,022
- Total expenses
- $1,716,617
- Net increase / (decrease)
- $9,559,142
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Grant Thornton Llp | ACCOUNTING | $18,720 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $4,302 | $0 |