Smithville Telephone Company, Inc. Pension Plan — Form 5500 plan (Smithville Telephone Company, Incorporated)

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, Smithville Telephone Company, Inc. Pension Plan is a benefit plan reported by Smithville Telephone Company, Incorporated under EIN 35-0666710 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $27,073,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smithville Telephone Company, Incorporated
EIN
35-0666710
Plan number
001
Plan type
2
Location
Ellettsville, IN
Latest filing year
2023
Participants
225
End-of-year plan assets
$27,073,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023225H, C20241014160215NAL0026660497001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,073,512
Total liabilities (EOY)
$0
Net assets (EOY)
$27,073,512
Net assets (BOY)
$25,978,703

Income & contributions

Employer contributions
$1,404,000
Participant contributions
$207,414
Total contributions
$1,611,414
Total income / additions
$3,101,517

Expenses & distributions

Benefits paid
$1,928,005
Administrative expenses
$78,703
Total expenses
$2,006,708
Net increase / (decrease)
$1,094,809

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Prudential Insurance CompanyNONE$58,461$02023
J.P.Morgan SecuritiesNONE$20,092not reported in the loaded dataset2023

Related Form 5500 pages