Smith Family Companies, Inc. 401(K) Plan — Form 5500 plan (Smith Family Companies, 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, Smith Family Companies, Inc. 401(K) Plan is a benefit plan reported by Smith Family Companies, Inc. under EIN 63-1085030 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $5,866,038 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Family Companies, Inc.
- EIN
- 63-1085030
- Plan number
- 001
- Plan type
- 2
- Location
- Pelham, AL
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $5,866,038
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H | 20241010151105NAL0021312609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,866,038
- Total liabilities (EOY)
- $64,402
- Net assets (EOY)
- $5,801,636
- Net assets (BOY)
- $4,198,383
Income & contributions
- Employer contributions
- $225,154
- Participant contributions
- $674,887
- Total contributions
- $992,252
- Total income / additions
- $1,800,569
Expenses & distributions
- Benefits paid
- $129,239
- Administrative expenses
- $3,675
- Total expenses
- $197,316
- Net increase / (decrease)
- $1,603,253
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.