Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. Esop — 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 & Associates, Inc. Esop is a benefit plan reported by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. under EIN 58-1353898 and plan number 004. The latest loaded filing year is 2023. The filing reports 138 participants and $6,672,725 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
- 004
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $6,672,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H | 20241014113819NAL0026057265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,672,725
- Total liabilities (EOY)
- $752
- Net assets (EOY)
- $6,671,973
- Net assets (BOY)
- $7,461,572
Income & contributions
- Employer contributions
- $506,887
- Total contributions
- $506,887
- Total income / additions
- -$282,712
Expenses & distributions
- Benefits paid
- $506,887
- Administrative expenses
- $0
- Total expenses
- $506,887
- Net increase / (decrease)
- -$789,599
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.