Smith Douglas Homes 401(K) Plan — Form 5500 plan (Smith Douglas Holdings LLC)
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 Douglas Homes 401(K) Plan is a benefit plan reported by Smith Douglas Holdings LLC under EIN 81-0981602 and plan number 001. The latest loaded filing year is 2023. The filing reports 413 participants and $19,452,601 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Douglas Holdings LLC
- EIN
- 81-0981602
- Plan number
- 001
- Plan type
- 2
- Location
- Woodstock, GA
- Latest filing year
- 2023
- Participants
- 413
- End-of-year plan assets
- $19,452,601
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 413 | H, C | 20241004094403NAL0020165984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,452,601
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,452,601
- Net assets (BOY)
- $15,310,849
Income & contributions
- Employer contributions
- $1,307,214
- Participant contributions
- $2,410,555
- Total contributions
- $3,836,459
- Total income / additions
- $6,337,593
Expenses & distributions
- Benefits paid
- $2,116,074
- Administrative expenses
- $79,754
- Total expenses
- $2,195,841
- Net increase / (decrease)
- $4,141,752
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,093 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $25,762 | not reported in the loaded dataset | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $12,499 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith Douglas Holdings LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Woodstock, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation