Smith Brothers Of Berne Retirement Plan — Form 5500 plan (Smith Brothers Of Berne, 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, Smith Brothers Of Berne Retirement Plan is a benefit plan reported by Smith Brothers Of Berne, Inc. under EIN 35-0663407 and plan number 002. The latest loaded filing year is 2023. The filing reports 608 participants and $20,663,234 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Brothers Of Berne, Inc.
- EIN
- 35-0663407
- Plan number
- 002
- Plan type
- 2
- Location
- Berne, IN
- Latest filing year
- 2023
- Participants
- 608
- End-of-year plan assets
- $20,663,234
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20240822084944NAL0002946883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,663,234
- Total liabilities (EOY)
- $9,361
- Net assets (EOY)
- $20,653,873
- Net assets (BOY)
- $17,672,011
Income & contributions
- Employer contributions
- $565,128
- Participant contributions
- $1,392,550
- Total contributions
- $1,957,678
- Total income / additions
- $4,578,259
Expenses & distributions
- Benefits paid
- $1,478,034
- Administrative expenses
- $104,012
- Total expenses
- $1,596,397
- Net increase / (decrease)
- $2,981,862
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,077 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $41,375 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,548 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith Brothers Of Berne, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Berne, IN
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation