Sme Development Partners LLC Profit Sharing Plan — Form 5500 plan (Sme Development Partners LLC)
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, Sme Development Partners LLC Profit Sharing Plan is a benefit plan reported by Sme Development Partners LLC under EIN 45-4056097 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $7,627,935 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sme Development Partners LLC
- EIN
- 45-4056097
- Plan number
- 001
- Plan type
- 2
- Location
- Armonk, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $7,627,935
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240628140607NAL0000787585001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,627,935
- Total liabilities (EOY)
- $313,876
- Net assets (EOY)
- $7,314,059
- Net assets (BOY)
- $1,200,172
Income & contributions
- Employer contributions
- $34,000
- Participant contributions
- $60,000
- Total income / additions
- $6,435,921
Expenses & distributions
- Benefits paid
- $313,876
- Administrative expenses
- $8,158
- Total expenses
- $322,034
- Net increase / (decrease)
- $6,113,887
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.