Smith Brothers Farms 401k Profit Sharing Plan — Form 5500 plan (Smith Brothers Holdings, 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, Smith Brothers Farms 401k Profit Sharing Plan is a benefit plan reported by Smith Brothers Holdings, Inc. under EIN 20-0510983 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $11,012,316 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith Brothers Holdings, Inc.
EIN
20-0510983
Plan number
001
Plan type
2
Location
Kent, WA
Latest filing year
2023
Participants
217
End-of-year plan assets
$11,012,316

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241010170337NAL0034833504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,012,316
Total liabilities (EOY)
$0
Net assets (EOY)
$11,012,316
Net assets (BOY)
$9,000,524

Income & contributions

Employer contributions
$450,915
Participant contributions
$927,668
Total contributions
$1,475,476
Total income / additions
$3,200,276

Expenses & distributions

Benefits paid
$1,132,969
Administrative expenses
$55,346
Total expenses
$1,188,484
Net increase / (decrease)
$2,011,792

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$36,243$02023
Human InvestingADVISOR$19,103not reported in the loaded dataset2023

Related Form 5500 pages