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, Smith Schafer And Associates, Ltd. 401(K) Plan And Trust is a benefit plan reported by Smith Schafer & Associates, Ltd. under EIN 41-1489071 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $26,178,649 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,178,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,178,649
- Net assets (BOY)
- $23,806,427
Income & contributions
- Employer contributions
- $843,759
- Participant contributions
- $1,155,999
- Total contributions
- $2,048,524
- Total income / additions
- $5,462,280
Expenses & distributions
- Benefits paid
- $3,024,116
- Administrative expenses
- $65,942
- Total expenses
- $3,090,058
- Net increase / (decrease)
- $2,372,222