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, Employees Of Smith-Rowe, LLC 401k Profit Sharing Plan is a benefit plan reported by Smith-Rowe, LLC under EIN 27-3317950 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $6,993,048 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,993,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,993,048
- Net assets (BOY)
- $5,352,221
Income & contributions
- Employer contributions
- $440,238
- Participant contributions
- $580,164
- Total contributions
- $1,020,402
- Total income / additions
- $2,118,525
Expenses & distributions
- Benefits paid
- $465,614
- Administrative expenses
- $12,084
- Total expenses
- $477,698
- Net increase / (decrease)
- $1,640,827