Smith Brothers Holdings Union 401(K) 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 Holdings Union 401(K) Plan is a benefit plan reported by Smith Brothers Holdings, Inc. under EIN 20-0510983 and plan number 002. The latest loaded filing year is 2023. The filing reports 53 participants and $351,347 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
- 002
- Plan type
- 2
- Location
- Kent, WA
- Latest filing year
- 2023
- Participants
- 53
- End-of-year plan assets
- $351,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 53 | I | 20240710165713NAL0015312337001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $351,347
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $351,347
- Net assets (BOY)
- $206,441
Income & contributions
- Employer contributions
- $90,241
- Participant contributions
- $23,326
- Total income / additions
- $161,199
Expenses & distributions
- Benefits paid
- $12,306
- Administrative expenses
- $1,478
- Total expenses
- $16,293
- Net increase / (decrease)
- $144,906
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.