Small Business Management Corporation Profit Sharing Plan — Form 5500 plan (Small Business Management 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, Small Business Management Corporation Profit Sharing Plan is a benefit plan reported by Small Business Management Corporation under EIN 63-0753330 and plan number 002. The latest loaded filing year is 2023. The filing reports 18 participants and $33,731,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Small Business Management Corporation
EIN
63-0753330
Plan number
002
Plan type
2
Location
Daphne, AL
Latest filing year
2023
Participants
18
End-of-year plan assets
$33,731,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202318I20240628095720NAL0000459137001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$33,731,923
Net assets (EOY)
$33,731,923
Net assets (BOY)
$29,477,693

Income & contributions

Employer contributions
$49,698
Participant contributions
$142,078
Total income / additions
$4,843,907

Expenses & distributions

Benefits paid
$533,678
Administrative expenses
$55,999
Total expenses
$589,677
Net increase / (decrease)
$4,254,230

Service provider compensation (Schedule C)

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

Related Form 5500 pages