Smithereen Company 401k Plan — Form 5500 plan (Smithereen Company)
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, Smithereen Company 401k Plan is a benefit plan reported by Smithereen Company under EIN 36-1792300 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $5,108,370 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smithereen Company
- EIN
- 36-1792300
- Plan number
- 001
- Plan type
- 2
- Location
- Niles, IL
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $5,108,370
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241014160553NAL0027812849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,108,370
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,108,370
- Net assets (BOY)
- $4,127,025
Income & contributions
- Employer contributions
- $234,247
- Participant contributions
- $345,962
- Total contributions
- $580,209
- Total income / additions
- $1,336,734
Expenses & distributions
- Benefits paid
- $327,854
- Administrative expenses
- $18,699
- Total expenses
- $355,389
- Net increase / (decrease)
- $981,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cherry Bekaert | ADVISOR | $11,900 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | NONE | $3,090 | $0 | 2023 |