Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Smart Metals Recycling 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, Smart Metals Recycling LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Smart Metals Recycling LLC under EIN 46-5682269 and plan number 002. The latest loaded filing year is 2023. The filing reports 134 participants and $2,524,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Metals Recycling LLC
- EIN
- 46-5682269
- Plan number
- 002
- Plan type
- 2
- Location
- Statesville, NC
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $2,524,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20241015124200NAL0014648163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,524,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,524,492
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $243,734
- Participant contributions
- $382,009
- Total contributions
- $699,614
- Total income / additions
- $891,906
Expenses & distributions
- Benefits paid
- $116,816
- Administrative expenses
- $9,095
- Total expenses
- $125,911
- Net increase / (decrease)
- $765,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Excel Wealth Management, LLC | FINANCIAL ADVISOR | $5,557 | not reported in the loaded dataset | 2023 |