Sme 401(K) Employee Savings Plan — Form 5500 plan (Sme Steel Contractors, 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, Sme 401(K) Employee Savings Plan is a benefit plan reported by Sme Steel Contractors, Inc. under EIN 87-0495960 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,033 participants and $14,073,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sme Steel Contractors, Inc.
- EIN
- 87-0495960
- Plan number
- 001
- Plan type
- 2
- Location
- West Jordan, UT
- Latest filing year
- 2023
- Participants
- 1,033
- End-of-year plan assets
- $14,073,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,033 | H, C | 20241014123821NAL0026160017001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,073,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,073,597
- Net assets (BOY)
- $9,850,524
Income & contributions
- Employer contributions
- $1,627,426
- Participant contributions
- $2,669,778
- Total contributions
- $4,425,028
- Total income / additions
- $5,813,664
Expenses & distributions
- Benefits paid
- $1,523,253
- Administrative expenses
- $38,535
- Total expenses
- $1,590,591
- Net increase / (decrease)
- $4,223,073
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $19,140 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,475 | $0 | 2023 |
| National Benefit Services, LLC | CONTRACT ADMIN | $12,500 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,250 | not reported in the loaded dataset | 2023 |
| Morningstar Associates LLC | OTHER | $2,232 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sme Steel Contractors, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in West Jordan, UT
- Dwc Erisa Consultants LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Associates LLC — Schedule C compensation