Smx 401(K) Plan — Form 5500 plan (Smartronix, 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, Smx 401(K) Plan is a benefit plan reported by Smartronix, LLC under EIN 52-1922012 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,014 participants and $130,585,494 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smartronix, LLC
EIN
52-1922012
Plan number
001
Plan type
2
Location
Hollywood, MD
Latest filing year
2023
Participants
2,014
End-of-year plan assets
$130,585,494

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,014H, C20250501151919NAL0004826672001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$130,585,494
Total liabilities (EOY)
$0
Net assets (EOY)
$130,585,494
Net assets (BOY)
$106,738,445

Income & contributions

Employer contributions
$6,429,609
Participant contributions
$11,921,697
Total contributions
$20,674,278
Total income / additions
$39,514,005

Expenses & distributions

Benefits paid
$15,242,323
Administrative expenses
$338,345
Total expenses
$15,666,956
Net increase / (decrease)
$23,847,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins Co.RECORDKEEPER$132,605$02023
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$102,220not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$1,300$02023

Related Form 5500 pages