Smith Bagley, Inc. Dba Cellular One 401(K) Plan — Form 5500 plan (Smith Bagley, Inc. Dba Cellular)

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 Bagley, Inc. Dba Cellular One 401(K) Plan is a benefit plan reported by Smith Bagley, Inc. Dba Cellular under EIN 52-1626137 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $14,567,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith Bagley, Inc. Dba Cellular
EIN
52-1626137
Plan number
001
Plan type
2
Location
Show Low, AZ
Latest filing year
2023
Participants
201
End-of-year plan assets
$14,567,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023201H, C20240828051207NAL0005580467001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,567,896
Total liabilities (EOY)
$0
Net assets (EOY)
$14,567,896
Net assets (BOY)
$12,441,307

Income & contributions

Employer contributions
$481,298
Participant contributions
$937,615
Total contributions
$1,612,001
Total income / additions
$3,638,140

Expenses & distributions

Benefits paid
$1,433,335
Administrative expenses
$29,590
Total expenses
$1,511,551
Net increase / (decrease)
$2,126,589

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$29,589$02023

Related Form 5500 pages