Smart Infrastructure Group 401(K) Plan — Form 5500 plan (Smart Infrastructure 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, Smart Infrastructure Group 401(K) Plan is a benefit plan reported by Smart Infrastructure LLC under EIN 81-4246626 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $3,841,663 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart Infrastructure LLC
- EIN
- 81-4246626
- Plan number
- 002
- Plan type
- 2
- Location
- Riviera Beach, FL
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $3,841,663
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241015091021NAL0029094481002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,841,663
- Net assets (EOY)
- $3,841,663
- Net assets (BOY)
- $3,194,384
Income & contributions
- Employer contributions
- $151,303
- Participant contributions
- $494,329
- Total contributions
- $645,632
- Total income / additions
- $1,204,012
Expenses & distributions
- Benefits paid
- $514,136
- Administrative expenses
- $42,597
- Total expenses
- $556,733
- Net increase / (decrease)
- $647,279
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,738 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Inc. | INVESTMENT ADVISOR | $677 | not reported in the loaded dataset | 2023 |