Smc Retirement Plan — Form 5500 plan (Smc, Ltd.)

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, Smc Retirement Plan is a benefit plan reported by Smc, Ltd. under EIN 39-1572281 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,709 participants and $66,635,487 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smc, Ltd.
EIN
39-1572281
Plan number
001
Plan type
2
Location
Somerset, WI
Latest filing year
2023
Participants
1,709
End-of-year plan assets
$66,635,487

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,709H, C20241008095611NAL0008234931001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,635,487
Total liabilities (EOY)
$0
Net assets (EOY)
$66,635,487
Net assets (BOY)
$53,006,383

Income & contributions

Employer contributions
$1,970,407
Participant contributions
$4,604,492
Total contributions
$7,645,641
Total income / additions
$18,091,143

Expenses & distributions

Benefits paid
$4,313,028
Administrative expenses
$149,011
Total expenses
$4,462,039
Net increase / (decrease)
$13,629,104

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$148,921$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages