Sms Data Products Group, Inc. 401(K) Retirement Plan — Form 5500 plan (Sms Data Products Group, 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, Sms Data Products Group, Inc. 401(K) Retirement Plan is a benefit plan reported by Sms Data Products Group, Inc. under EIN 54-1039383 and plan number 003. The latest loaded filing year is 2023. The filing reports 944 participants and $77,994,476 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sms Data Products Group, Inc.
- EIN
- 54-1039383
- Plan number
- 003
- Plan type
- 2
- Location
- Mc Lean, VA
- Latest filing year
- 2023
- Participants
- 944
- End-of-year plan assets
- $77,994,476
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 944 | H, C | 20241014125201NAL0013305763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,994,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,994,476
- Net assets (BOY)
- $63,142,459
Income & contributions
- Employer contributions
- $1,525,507
- Participant contributions
- $6,339,321
- Total contributions
- $9,370,683
- Total income / additions
- $21,360,457
Expenses & distributions
- Benefits paid
- $6,365,163
- Administrative expenses
- $143,277
- Total expenses
- $6,508,440
- Net increase / (decrease)
- $14,852,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,274 | $0 | 2023 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $40,000 | 2023 |
| Pb Mares Llp | ACCOUNTANT | $0 | $10,000 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sms Data Products Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Mc Lean, VA
- Principal Life Insurance Company — Schedule C compensation
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Pb Mares Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation