Ssbcc 401 (K) Plan — Form 5500 plan (Smith Sapp Professional Association)

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, Ssbcc 401 (K) Plan is a benefit plan reported by Smith Sapp Professional Association under EIN 57-0801130 and plan number 001. The latest loaded filing year is 2023. The filing reports 40 participants and $11,267,131 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith Sapp Professional Association
EIN
57-0801130
Plan number
001
Plan type
2
Location
Myrtle Beach, SC
Latest filing year
2023
Participants
40
End-of-year plan assets
$11,267,131

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202340I20240524084405NAL0006299361001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$11,267,131
Net assets (EOY)
$11,267,131
Net assets (BOY)
$9,409,542

Income & contributions

Employer contributions
$133,916
Participant contributions
$395,496
Total income / additions
$2,019,625

Expenses & distributions

Benefits paid
$127,576
Administrative expenses
$34,460
Total expenses
$162,036
Net increase / (decrease)
$1,857,589

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages