The Smithgroup Retirement Accumulation Plan — Form 5500 plan (Smithgroup Companies, 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, The Smithgroup Retirement Accumulation Plan is a benefit plan reported by Smithgroup Companies, Inc. under EIN 38-2247428 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,127 participants and $290,364,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smithgroup Companies, Inc.
- EIN
- 38-2247428
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 2,127
- End-of-year plan assets
- $290,364,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,127 | H, C | 20240919071257NAL0003343699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $290,364,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $290,364,652
- Net assets (BOY)
- $232,324,398
Income & contributions
- Employer contributions
- $6,993,057
- Participant contributions
- $15,398,739
- Total contributions
- $24,252,861
- Total income / additions
- $73,953,613
Expenses & distributions
- Benefits paid
- $15,463,841
- Administrative expenses
- $448,805
- Total expenses
- $15,913,359
- Net increase / (decrease)
- $58,040,254
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gregory J Schwartz & Company Inc | INVESTMENT ADVISOR | $294,916 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $136,389 | $0 | 2023 |
| Plante & Moran Pllc | AUDITOR | $17,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smithgroup Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Detroit, MI
- Gregory J Schwartz & Company Inc — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Plante & Moran Pllc — Schedule C compensation