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, Smi Management, LLC 401(K) Plan And Trust is a benefit plan reported by Smi Management, LLC under EIN 83-1940216 and plan number 002. The latest loaded filing year is 2023. The filing reports 649 participants and $39,000,315 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,000,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,000,315
- Net assets (BOY)
- $32,971,551
Income & contributions
- Employer contributions
- $918,198
- Participant contributions
- $1,908,367
- Total contributions
- $3,092,120
- Total income / additions
- $8,544,368
Expenses & distributions
- Benefits paid
- $2,406,459
- Administrative expenses
- $109,145
- Total expenses
- $2,515,604
- Net increase / (decrease)
- $6,028,764