J M Smith Corporation Profit Sharing And 401(K) Plan — Form 5500 plan (J M Smith Corporation)
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, J M Smith Corporation Profit Sharing And 401(K) Plan is a benefit plan reported by J M Smith Corporation under EIN 57-0276334 and plan number 001. The latest loaded filing year is 2023. The filing reports 908 participants and $99,686,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- J M Smith Corporation
- EIN
- 57-0276334
- Plan number
- 001
- Plan type
- 2
- Location
- Spartanburg, SC
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $99,686,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20241210090058NAL0006258659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $99,686,491
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $99,686,491
- Net assets (BOY)
- $95,866,646
Income & contributions
- Employer contributions
- $511,744
- Participant contributions
- $1,637,746
- Total contributions
- $2,385,726
- Total income / additions
- $17,166,254
Expenses & distributions
- Benefits paid
- $13,411,877
- Administrative expenses
- -$65,468
- Total expenses
- $13,346,409
- Net increase / (decrease)
- $3,819,845
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Advisory Fee | CONSULTANT | $55,000 | not reported in the loaded dataset | 2023 |
| Ameriprise (Amy Garrison) | OTHER FEES | $16,032 | not reported in the loaded dataset | 2023 |
| Swaim Brown Audit | AUDITORS | $13,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$150,000 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for J M Smith Corporation
- 2023 Form 5500 filing
- Form 5500 filings in SC
- 401(k) and benefit plan filings in Spartanburg, SC
- Nfp Advisory Fee — Schedule C compensation
- Ameriprise (Amy Garrison) — Schedule C compensation
- Swaim Brown Audit — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation