Smith Packett Med-Com, LLC 401(K) Retirement Plan — Form 5500 plan (Smith Packett Med-Com, LLC)

Plain-English plan 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, Smith Packett Med-Com, LLC 401(K) Retirement Plan is a benefit plan reported by Smith Packett Med-Com, LLC under EIN 02-0546607 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,607 participants and $5,450,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith Packett Med-Com, LLC
EIN
02-0546607
Plan number
001
Plan type
2
Location
Roanoke, VA
Latest filing year
2023
Participants
2,607
End-of-year plan assets
$5,450,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,607H, C20241013102842NAL0050330130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,450,363
Total liabilities (EOY)
$0
Net assets (EOY)
$5,450,363
Net assets (BOY)
$3,962,856

Income & contributions

Participant contributions
$1,993,679
Total contributions
$2,599,302
Total income / additions
$3,376,474

Expenses & distributions

Benefits paid
$1,607,246
Administrative expenses
$263,454
Total expenses
$1,888,967
Net increase / (decrease)
$1,487,507

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$263,454$02023

Related Form 5500 pages