Smiley Brothers, Inc. 401(K) Plan — Form 5500 plan (Smiley Brothers, Inc.)

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, Smiley Brothers, Inc. 401(K) Plan is a benefit plan reported by Smiley Brothers, Inc. under EIN 14-1506387 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $32,246,108 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smiley Brothers, Inc.
EIN
14-1506387
Plan number
001
Plan type
2
Location
New Paltz, NY
Latest filing year
2023
Participants
520
End-of-year plan assets
$32,246,108

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023520H, C20241015102214NAL0014393283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,246,108
Total liabilities (EOY)
$21,340
Net assets (EOY)
$32,224,768
Net assets (BOY)
$27,437,394

Income & contributions

Employer contributions
$411,667
Participant contributions
$1,199,623
Total contributions
$1,622,652
Total income / additions
$6,337,215

Expenses & distributions

Benefits paid
$1,507,585
Administrative expenses
$25,533
Total expenses
$1,549,841
Net increase / (decrease)
$4,787,374

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$25,533$02023

Related Form 5500 pages