Smith Freed & Eberhard, P.C. 401(K) Retirement Plan — Form 5500 plan (Smith Freed & Eberhard, P.C.)
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 Freed & Eberhard, P.C. 401(K) Retirement Plan is a benefit plan reported by Smith Freed & Eberhard, P.C. under EIN 93-0944667 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $10,914,576 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Freed & Eberhard, P.C.
- EIN
- 93-0944667
- Plan number
- 001
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 127
- End-of-year plan assets
- $10,914,576
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20240912180014NAL0010506273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,914,576
- Total liabilities (EOY)
- $4,685
- Net assets (EOY)
- $10,909,891
- Net assets (BOY)
- $8,993,466
Income & contributions
- Employer contributions
- $222,005
- Participant contributions
- $543,356
- Total contributions
- $788,263
- Total income / additions
- $2,512,220
Expenses & distributions
- Benefits paid
- $533,922
- Administrative expenses
- $61,873
- Total expenses
- $595,795
- Net increase / (decrease)
- $1,916,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cable Hill Partners | INVESTMENT ADVISOR | $25,840 | not reported in the loaded dataset | 2023 |
| Pension Plan Specialists, Pc | TPA | $15,710 | $0 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,356 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith Freed & Eberhard, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Cable Hill Partners — Schedule C compensation
- Pension Plan Specialists, Pc — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation