Smith Elliott Kearns & Company LLC Employees' 401(K) Profit Sharing Plan — Form 5500 plan (Smith Elliott Kearns & Company, 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, Smith Elliott Kearns & Company LLC Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Smith Elliott Kearns & Company, LLC under EIN 52-0783935 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $40,004,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Elliott Kearns & Company, LLC
- EIN
- 52-0783935
- Plan number
- 001
- Plan type
- 2
- Location
- Hagerstown, MD
- Latest filing year
- 2023
- Participants
- 243
- End-of-year plan assets
- $40,004,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241014153931NAL0054239042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,004,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,004,612
- Net assets (BOY)
- $33,153,441
Income & contributions
- Employer contributions
- $919,298
- Participant contributions
- $1,596,649
- Total contributions
- $2,540,301
- Total income / additions
- $8,067,445
Expenses & distributions
- Benefits paid
- $1,107,252
- Administrative expenses
- $109,022
- Total expenses
- $1,216,274
- Net increase / (decrease)
- $6,851,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | NONE | $0 | $39,451 | 2023 |
| Dembo, Jones, Healy, Pennington & M | NONE | $12,200 | not reported in the loaded dataset | 2023 |
| Morningstart | SERVICE PROVIDER | $0 | $5,851 | 2023 |
| Voya Retirement Ins And Annuity Co | SERVICE PROVIDER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith Elliott Kearns & Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Hagerstown, MD
- Wells Fargo Advisors — Schedule C compensation
- Dembo, Jones, Healy, Pennington & M — Schedule C compensation
- Morningstart — Schedule C compensation
- Voya Retirement Ins And Annuity Co — Schedule C compensation