Plan5500

Smc Global Holdings, Inc. Savings Plan And Trust — Form 5500 plan (Smc Global 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, Smc Global Holdings, Inc. Savings Plan And Trust is a benefit plan reported by Smc Global Holdings, Inc under EIN 25-0929301 and plan number 003. The latest loaded filing year is 2023. The filing reports 213 participants and $11,078,462 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,078,462
Participants213Covered participants reported
Assets / participant$52KComputed: assets ÷ participants$52,012 (computed)
Provider compensation$42.3K2 Schedule C provider row(s)$42,267
Plan sponsor
Smc Global Holdings, Inc
EIN
25-0929301
Plan number
003
Plan type
2
Location
St Marys, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    213 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$261.6K
Participant$415.3K
Full reported line items

Net assets

Total assets (EOY)
$11,078,462
Total liabilities (EOY)
$0
Net assets (EOY)
$11,078,462
Net assets (BOY)
$11,095,262

Income & contributions

Employer contributions
$261,639
Participant contributions
$415,263
Total contributions
$680,815
Total income / additions
$1,983,218

Expenses & distributions

Benefits paid
$1,941,336
Administrative expenses
$38,164
Total expenses
$2,000,018
Net increase / (decrease)
-$16,800
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets18%Computed ratio
Benefits paid ÷ total income98%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$38.2K
    CONTRACT ADMINISTRATOR · Direct $38.2K · Indirect $0
  2. 2
    Stifel Nicolaus Insurance Agency In$4K
    OTHER SERVICES · Direct $0 · Indirect $4K

What to inspect next

Frequently asked questions

Who sponsors the Smc Global Holdings, Inc. Savings Plan And Trust?
Smc Global Holdings, Inc. Savings Plan And Trust is reported as sponsored by Smc Global Holdings, Inc (EIN 25-0929301, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Smc Global Holdings, Inc. Savings Plan And Trust?
The latest Form 5500 filing year loaded for Smc Global Holdings, Inc. Savings Plan And Trust is 2023.
How many participants does Smc Global Holdings, Inc. Savings Plan And Trust report?
Smc Global Holdings, Inc. Savings Plan And Trust reports 213 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Smc Global Holdings, Inc. Savings Plan And Trust?
Smc Global Holdings, Inc. Savings Plan And Trust reports $11,078,462 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages