The Smead Manufacturing Company Employees' Investment Plan And Trust — Form 5500 plan (The Smead Manufacturing Company)
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 Smead Manufacturing Company Employees' Investment Plan And Trust is a benefit plan reported by The Smead Manufacturing Company under EIN 41-0543420 and plan number 003. The latest loaded filing year is 2023. The filing reports 830 participants and $118,425,867 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Smead Manufacturing Company
- EIN
- 41-0543420
- Plan number
- 003
- Plan type
- 2
- Location
- Hastings, MN
- Latest filing year
- 2023
- Participants
- 830
- End-of-year plan assets
- $118,425,867
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 830 | H, C | 20241008153754NAL0017897857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,425,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,425,867
- Net assets (BOY)
- $108,571,660
Income & contributions
- Employer contributions
- $578,925
- Participant contributions
- $2,934,133
- Total contributions
- $4,399,497
- Total income / additions
- $19,378,805
Expenses & distributions
- Benefits paid
- $9,398,162
- Administrative expenses
- $126,436
- Total expenses
- $9,524,598
- Net increase / (decrease)
- $9,854,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $71,967 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53,869 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Smead Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Hastings, MN
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation