C. D. Smith Construction, Inc. Profit Sharing Plan — Form 5500 plan (C.D. Smith Construction, 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, C. D. Smith Construction, Inc. Profit Sharing Plan is a benefit plan reported by C.D. Smith Construction, Inc. under EIN 39-0759260 and plan number 009. The latest loaded filing year is 2023. The filing reports 202 participants and $45,181,601 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.D. Smith Construction, Inc.
EIN
39-0759260
Plan number
009
Plan type
2
Location
Fond Du Lac, WI
Latest filing year
2023
Participants
202
End-of-year plan assets
$45,181,601

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20250711112225NAL0006275857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,181,601
Total liabilities (EOY)
$0
Net assets (EOY)
$45,181,601
Net assets (BOY)
$35,622,459

Income & contributions

Employer contributions
$2,459,613
Participant contributions
$1,288,052
Total contributions
$3,780,121
Total income / additions
$11,275,759

Expenses & distributions

Benefits paid
$1,693,595
Administrative expenses
$23,022
Total expenses
$1,716,617
Net increase / (decrease)
$9,559,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Grant Thornton LlpACCOUNTING$18,720not reported in the loaded dataset2023
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$4,302$02023

Related Form 5500 pages