Plan5500

Smith & Loveless, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Smith & Loveless, 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, Smith & Loveless, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Smith & Loveless, Inc. under EIN 48-0924021 and plan number 003. The latest loaded filing year is 2023. The filing reports 225 participants and $27,287,427 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$27.3MPlan net assets, end of year$27,287,427
Participants225Covered participants reported
Assets / participant$121.3KComputed: assets ÷ participants$121,277 (computed)
Provider compensation$72.6K2 Schedule C provider row(s)$72,587
Plan sponsor
Smith & Loveless, Inc.
EIN
48-0924021
Plan number
003
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    225 participants · 2Sch HSch C
    View filing →
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)$27.3M total assets
Net assets$27.3MLiabilities—
Money in vs. money out
Total income / additions$6.9M
Total expenses$2.5M
Benefits paid / distributions$2.4M
Contributions
Employer$290.8K
Participant$822.4K
Full reported line items

Net assets

Total assets (EOY)
$27,287,427
Net assets (EOY)
$27,287,427
Net assets (BOY)
$22,824,802

Income & contributions

Employer contributions
$290,777
Participant contributions
$822,449
Total contributions
$1,169,873
Total income / additions
$6,934,000

Expenses & distributions

Benefits paid
$2,448,491
Administrative expenses
$22,884
Total expenses
$2,471,375
Net increase / (decrease)
$4,462,625
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 26%Participant 74%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ameritas Investment Company LLC$72K
    BROKER/ADVISO R · Indirect $72K
  2. 2
    Empower Annuity Insur Co Of America$600
    RECORDKEEPER · Direct $600 · Indirect $0

Related Form 5500 pages