Sbm Management Services, Lp 401(K) Savings Plan — Form 5500 plan (Sbm Management Services, Lp)

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, Sbm Management Services, Lp 401(K) Savings Plan is a benefit plan reported by Sbm Management Services, Lp under EIN 26-1375586 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,414 participants and $39,933,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sbm Management Services, Lp
EIN
26-1375586
Plan number
001
Plan type
2
Location
Mcclellan, CA
Latest filing year
2023
Participants
5,414
End-of-year plan assets
$39,933,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,414H, C20240513171855NAL0046416097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,933,041
Total liabilities (EOY)
$0
Net assets (EOY)
$39,933,041
Net assets (BOY)
$27,824,440

Income & contributions

Employer contributions
$3,101,599
Participant contributions
$6,706,910
Total contributions
$10,862,773
Total income / additions
$16,513,564

Expenses & distributions

Benefits paid
$4,380,974
Administrative expenses
$21,231
Total expenses
$4,404,963
Net increase / (decrease)
$12,108,601

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Clearing Services LLCADVISOR$0$75,5592023
Fidelity Investments InstitutionalRECORDKEEPER$21,231$02023

Related Form 5500 pages