Sme Employees' Savings Plan And Trust — Form 5500 plan (Soil And Materials Engineers, 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, Sme Employees' Savings Plan And Trust is a benefit plan reported by Soil And Materials Engineers, Inc. under EIN 38-1738670 and plan number 001. The latest loaded filing year is 2023. The filing reports 410 participants and $72,266,609 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Soil And Materials Engineers, Inc.
- EIN
- 38-1738670
- Plan number
- 001
- Plan type
- 2
- Location
- Plymouth, MI
- Latest filing year
- 2023
- Participants
- 410
- End-of-year plan assets
- $72,266,609
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 410 | H, C | 20241010115417NAL0033976224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,266,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,266,609
- Net assets (BOY)
- $57,662,770
Income & contributions
- Employer contributions
- $1,352,423
- Participant contributions
- $3,305,276
- Total contributions
- $4,825,275
- Total income / additions
- $16,522,412
Expenses & distributions
- Benefits paid
- $1,906,933
- Administrative expenses
- $11,640
- Total expenses
- $1,918,573
- Net increase / (decrease)
- $14,603,839
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR/CONSULTANT | $53,835 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $26,013 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,208 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Soil And Materials Engineers, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Plymouth, MI
- Capfinancial Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation