2023 Form 5500 filing — Smith And Howard Advisory LLC 401(K) 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 20250729083836NAL0001442883001) for Smith And Howard Advisory LLC 401(K) Profit Sharing Plan, reported by Smith And Howard Advisory LLC under EIN 92-0749631 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250729083836NAL0001442883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith And Howard Advisory LLC
- EIN
- 92-0749631
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,651,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,651,867
- Employer contributions
- $1,038,648
- Participant contributions
- $2,627,738
- Total income / additions
- $14,158,995
- Benefits paid
- $1,116,571
- Administrative expenses
- $132,306
- Total expenses
- $1,248,877
- Net increase / (decrease)
- $12,910,118
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Smith & Howard Wealth Management | INVESTMENT ADVISORY | $66,180 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $63,426 | not reported in the loaded dataset |
| John Hancock Life Ins Co | RECORDKEEPER | $40,589 | not reported in the loaded dataset |
| Smith & Howard Wealth Management | INVESTMENT ADVISORY | $39,928 | not reported in the loaded dataset |