Six Smith Family, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Six Smith Family, 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, Six Smith Family, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Six Smith Family, Inc. under EIN 77-0561883 and plan number 001. The latest loaded filing year is 2023. The filing reports 96 participants and $8,415,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Six Smith Family, Inc.
- EIN
- 77-0561883
- Plan number
- 001
- Plan type
- 2
- Location
- Newbury Park, CA
- Latest filing year
- 2023
- Participants
- 96
- End-of-year plan assets
- $8,415,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 96 | I | 20240722064809NAL0005642723001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,415,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,415,017
- Net assets (BOY)
- $7,493,855
Income & contributions
- Employer contributions
- $1,263
- Participant contributions
- $291,470
- Total income / additions
- $1,707,722
Expenses & distributions
- Benefits paid
- $779,148
- Administrative expenses
- $7,412
- Total expenses
- $786,560
- Net increase / (decrease)
- $921,162
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.