Special Mine Services, Inc. Employees Stock Ownership Plan — Form 5500 plan (Special Mine Services, 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, Special Mine Services, Inc. Employees Stock Ownership Plan is a benefit plan reported by Special Mine Services, Inc. under EIN 37-1137608 and plan number 001. The latest loaded filing year is 2023. The filing reports 82 participants and $13,842,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Special Mine Services, Inc.
- EIN
- 37-1137608
- Plan number
- 001
- Plan type
- 2
- Location
- West Frankfort, IL
- Latest filing year
- 2023
- Participants
- 82
- End-of-year plan assets
- $13,842,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 82 | I | 20241004093027NAL0006559043001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,842,508
- Total liabilities (EOY)
- $3,168,725
- Net assets (EOY)
- $10,673,783
- Net assets (BOY)
- $12,488,733
Income & contributions
- Employer contributions
- $479,792
- Total income / additions
- -$776,176
Expenses & distributions
- Benefits paid
- $1,005,361
- Total expenses
- $1,038,774
- Net increase / (decrease)
- -$1,814,950
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.