Smr Automotive Systems Usa Inc Employees 401(K) Plan — Form 5500 plan (Smr Automotive Systems Usa, 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, Smr Automotive Systems Usa Inc Employees 401(K) Plan is a benefit plan reported by Smr Automotive Systems Usa, Inc. under EIN 38-2898513 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,393 participants and $57,015,777 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smr Automotive Systems Usa, Inc.
EIN
38-2898513
Plan number
001
Plan type
2
Location
Marysville, MI
Latest filing year
2023
Participants
1,393
End-of-year plan assets
$57,015,777

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,393H, C20241014070222NAL0026738385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,015,777
Total liabilities (EOY)
$0
Net assets (EOY)
$57,015,777
Net assets (BOY)
$48,252,397

Income & contributions

Employer contributions
$1,998,872
Participant contributions
$3,508,308
Total contributions
$6,098,852
Total income / additions
$13,535,382

Expenses & distributions

Benefits paid
$4,705,860
Administrative expenses
$41,017
Total expenses
$4,772,002
Net increase / (decrease)
$8,763,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,534$02023
Sigma Financial CorporationNONE$0$9,8532023

Related Form 5500 pages