Smc Packaging Group 401(K) Plan — Form 5500 plan (Southern Missouri Containers, 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, Smc Packaging Group 401(K) Plan is a benefit plan reported by Southern Missouri Containers, Inc. under EIN 43-0976692 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $35,592,833 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$35.6MPlan net assets, end of year$35,592,833
Participants510Covered participants reported
Assets / participant$69.8KComputed: assets ÷ participants$69,790 (computed)
Provider compensation$37.5K2 Schedule C provider row(s)$37,501
Plan sponsor
Southern Missouri Containers, Inc.
EIN
43-0976692
Plan number
001
Plan type
2
Location
Springfield, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023510H, C20250814111513NAL0021951474001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$35.6M total assets
Net assets$35.6MLiabilities$0
Money in vs. money out
Total income / additions$10M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$821.9K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$35,592,833
Total liabilities (EOY)
$0
Net assets (EOY)
$35,592,833
Net assets (BOY)
$27,725,835

Income & contributions

Employer contributions
$821,883
Participant contributions
$2,061,555
Total contributions
$2,911,400
Total income / additions
$10,007,423

Expenses & distributions

Benefits paid
$1,983,586
Administrative expenses
$156,839
Total expenses
$2,140,425
Net increase / (decrease)
$7,866,998
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 29%Participant 71%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Definiti LLCPLAN RECORDKEEPING$26,558not reported in the loaded dataset2023
John Hancock UsaRECORDKEEPER$10,943$02023

Related Form 5500 pages