Plan5500

Smith And Howard Advisory LLC 401(K) Profit Sharing Plan — Form 5500 plan (Smith And Howard Advisory 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 And Howard Advisory LLC 401(K) Profit Sharing Plan is a benefit plan reported by Smith And Howard Advisory LLC under EIN 92-0749631 and plan number 001. The latest loaded filing year is 2023. The filing reports 202 participants and $29,741,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith And Howard Advisory LLC
EIN
92-0749631
Plan number
001
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
Participants
202
End-of-year plan assets
$29,741,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20240814100350NAL0019804528001
2023230H, C20250729083836NAL0001442883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$42,651,867
Total liabilities (EOY)
$0
Net assets (EOY)
$42,651,867
Net assets (BOY)
$29,741,749

Income & contributions

Employer contributions
$1,038,648
Participant contributions
$2,627,738
Total contributions
$5,694,443
Total income / additions
$14,158,995

Expenses & distributions

Benefits paid
$1,116,571
Administrative expenses
$132,306
Total expenses
$1,248,877
Net increase / (decrease)
$12,910,118

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Smith & Howard Wealth ManagementINVESTMENT ADVISORY$66,180not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$63,426not reported in the loaded dataset2023
John Hancock Life Ins CoRECORDKEEPER$40,589not reported in the loaded dataset2023
Smith & Howard Wealth ManagementINVESTMENT ADVISORY$39,928not reported in the loaded dataset2023

Related Form 5500 pages