S.H. Smith & Company, Incorporated Employee Stock Ownership Trust — Form 5500 plan (S.H. Smith & Company, Incorporated)
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, S.H. Smith & Company, Incorporated Employee Stock Ownership Trust is a benefit plan reported by S.H. Smith & Company, Incorporated under EIN 43-1214721 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $2,338,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.H. Smith & Company, Incorporated
- EIN
- 43-1214721
- Plan number
- 001
- Plan type
- 2
- Location
- Poplar Bluff, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20240514085312NAL0037918113001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,338,737
- Net assets (EOY)
- $2,338,737
- Net assets (BOY)
- $2,201,309
Income & contributions
- Employer contributions
- $150,000
- Total income / additions
- $326,479
Expenses & distributions
- Benefits paid
- $189,051
- Total expenses
- $189,051
- Net increase / (decrease)
- $137,428
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.