Plan5500

Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & Trust — Form 5500 plan (Smallwood, Reynolds, Stewart, Stewart & Associates, 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, Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(K) Plan & Trust is a benefit plan reported by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. under EIN 58-1353898 and plan number 003. The latest loaded filing year is 2023. The filing reports 123 participants and $13,487,700 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.
EIN
58-1353898
Plan number
003
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
123
End-of-year plan assets
$13,487,700

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241014112828NAL0027150017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,487,700
Net assets (EOY)
$13,487,700
Net assets (BOY)
$11,959,818

Income & contributions

Employer contributions
$0
Participant contributions
$672,410
Total contributions
$673,840
Total income / additions
$1,973,822

Expenses & distributions

Benefits paid
$414,547
Administrative expenses
$31,393
Total expenses
$445,940
Net increase / (decrease)
$1,527,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Financial Services IncNONE$18,587$02023
Pnc Bank Nanot reported in the loaded dataset$13,374not reported in the loaded dataset2023
Principal Life Insurance CompanyNONE$12,083not reported in the loaded dataset2023

Related Form 5500 pages