Plan5500

Smail Company, Inc. 401(K) Plan — Form 5500 plan (Smail Company, 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, Smail Company, Inc. 401(K) Plan is a benefit plan reported by Smail Company, Inc. under EIN 25-1452209 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $19,035,676 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smail Company, Inc.
EIN
25-1452209
Plan number
001
Plan type
2
Location
Greensburg, PA
Latest filing year
2023
Participants
395
End-of-year plan assets
$19,035,676

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023395H, C20240819104533NAL0000879427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,035,676
Total liabilities (EOY)
$32,547
Net assets (EOY)
$19,003,129
Net assets (BOY)
$18,049,919

Income & contributions

Employer contributions
$385,017
Participant contributions
$1,021,198
Total contributions
$1,458,425
Total income / additions
$4,036,394

Expenses & distributions

Benefits paid
$3,017,180
Administrative expenses
$61,120
Total expenses
$3,083,184
Net increase / (decrease)
$953,210

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$57,648$02023
Empower Advisory Group, LLCINVESTMENT MGMT$8,742not reported in the loaded dataset2023

Related Form 5500 pages