Smc Corporation Retirement Savings Plan — Form 5500 plan (Smc Corporation Of America)

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, Smc Corporation Retirement Savings Plan is a benefit plan reported by Smc Corporation Of America under EIN 35-1407207 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,054 participants and $174,805,479 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smc Corporation Of America
EIN
35-1407207
Plan number
001
Plan type
2
Location
Noblesville, IN
Latest filing year
2023
Participants
2,054
End-of-year plan assets
$174,805,479

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,054H, C20241015100245NAL0048752816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,805,479
Total liabilities (EOY)
$0
Net assets (EOY)
$174,805,479
Net assets (BOY)
$156,892,581

Income & contributions

Employer contributions
$4,110,164
Participant contributions
$7,618,900
Total contributions
$13,115,978
Total income / additions
$35,777,590

Expenses & distributions

Benefits paid
$17,786,513
Administrative expenses
-$26,021
Total expenses
$17,864,692
Net increase / (decrease)
$17,912,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Rbc Wealth ManagementADVISOR$28,332not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$54,353$02023

Related Form 5500 pages