Smith Magram Michaud Colonna, P. C. Retirement And Pension Plan — Form 5500 plan (Smith Magram Michaud Colonna, P.C.)
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 Magram Michaud Colonna, P. C. Retirement And Pension Plan is a benefit plan reported by Smith Magram Michaud Colonna, P.C. under EIN 22-2026357 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $5,251,658 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Magram Michaud Colonna, P.C.
- EIN
- 22-2026357
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, NJ
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $5,251,658
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241011101102NAL0043278946001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,251,658
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,251,658
- Net assets (BOY)
- $6,934,064
Income & contributions
- Employer contributions
- $116,603
- Participant contributions
- $76,387
- Total income / additions
- $1,441,596
Expenses & distributions
- Benefits paid
- $4,103,825
- Administrative expenses
- $55,045
- Total expenses
- $4,158,870
- Net increase / (decrease)
- -$2,717,274
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.