Plan5500

Sma, Inc. 401(K) Plan — Form 5500 plan (Sma, 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, Sma, Inc. 401(K) Plan is a benefit plan reported by Sma, Inc. under EIN 33-0080929 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $29,194,354 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sma, Inc.
EIN
33-0080929
Plan number
001
Plan type
2
Location
Irvine, CA
Latest filing year
2023
Participants
277
End-of-year plan assets
$29,194,354

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023277H, C20240925145202NAL0008431571004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$29,194,354
Net assets (EOY)
$29,194,354
Net assets (BOY)
$25,244,299

Income & contributions

Employer contributions
$84,446
Participant contributions
$1,112,273
Total contributions
$1,196,719
Total income / additions
$5,716,325

Expenses & distributions

Benefits paid
$1,657,412
Administrative expenses
$101,187
Total expenses
$1,766,270
Net increase / (decrease)
$3,950,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burnham Gibson Wealth AdvisorsNONE$66,131not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$35,056not reported in the loaded dataset2023

Related Form 5500 pages