Smith Land Savings & Retirement Plan — Form 5500 plan (Smith Land & Improvement Corporation & Subsidiaries)
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 Land Savings & Retirement Plan is a benefit plan reported by Smith Land & Improvement Corporation & Subsidiaries under EIN 25-1284067 and plan number 003. The latest loaded filing year is 2023. The filing reports 221 participants and $12,974,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Land & Improvement Corporation & Subsidiaries
- EIN
- 25-1284067
- Plan number
- 003
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 221
- End-of-year plan assets
- $12,974,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 221 | H, C | 20240729162505NAL0019116145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,974,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,974,698
- Net assets (BOY)
- $11,257,545
Income & contributions
- Employer contributions
- $133,447
- Participant contributions
- $638,695
- Total contributions
- $774,766
- Total income / additions
- $2,597,109
Expenses & distributions
- Benefits paid
- $821,245
- Administrative expenses
- $51,238
- Total expenses
- $879,956
- Net increase / (decrease)
- $1,717,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Bank, N.A. | NONE | $64,399 | $0 | 2023 |