Smetana & Associates Construction Company Employee Stock Ownership Plan And Trust — Form 5500 plan (Smetana & Associates Construction Company)

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, Smetana & Associates Construction Company Employee Stock Ownership Plan And Trust is a benefit plan reported by Smetana & Associates Construction Company under EIN 74-1686467 and plan number 001. The latest loaded filing year is 2023. The filing reports 44 participants and $14,150,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smetana & Associates Construction Company
EIN
74-1686467
Plan number
001
Plan type
2
Location
Temple, TX
Latest filing year
2023
Participants
44
End-of-year plan assets
$14,150,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202344I20250317090601NAL0001569841001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$14,150,286
Net assets (EOY)
$14,150,286
Net assets (BOY)
$11,614,137

Income & contributions

Employer contributions
$46,685
Participant contributions
$128,733
Total income / additions
$2,799,185

Expenses & distributions

Benefits paid
$254,797
Administrative expenses
$8,239
Total expenses
$263,036
Net increase / (decrease)
$2,536,149

Service provider compensation (Schedule C)

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

Related Form 5500 pages