Smartly 401 (K) Plan — Form 5500 plan (Smartly, 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, Smartly 401 (K) Plan is a benefit plan reported by Smartly, Inc. under EIN 46-3786879 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $3,696,774 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smartly, Inc.
- EIN
- 46-3786879
- Plan number
- 001
- Plan type
- 2
- Location
- North Brunswick, NJ
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $3,696,774
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H | 20241015153249NAL0050198848001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,696,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,696,774
- Net assets (BOY)
- $3,002,827
Income & contributions
- Employer contributions
- $360,975
- Participant contributions
- $690,057
- Total contributions
- $1,177,350
- Total income / additions
- $1,773,049
Expenses & distributions
- Benefits paid
- $1,074,753
- Administrative expenses
- $4,240
- Total expenses
- $1,079,102
- Net increase / (decrease)
- $693,947
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.