Small Mine Development, LLC 401(K) Retirement Savings Plan — Form 5500 plan (Small Mine Development, 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, Small Mine Development, LLC 401(K) Retirement Savings Plan is a benefit plan reported by Small Mine Development, LLC under EIN 94-2866465 and plan number 001. The latest loaded filing year is 2023. The filing reports 785 participants and $44,159,634 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Small Mine Development, LLC
- EIN
- 94-2866465
- Plan number
- 001
- Plan type
- 2
- Location
- Boise, ID
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $44,159,634
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20241203133521NAL0001528131001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,159,634
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,159,634
- Net assets (BOY)
- $40,710,985
Income & contributions
- Employer contributions
- $668,964
- Participant contributions
- $4,225,417
- Total contributions
- $5,376,360
- Total income / additions
- $11,996,255
Expenses & distributions
- Benefits paid
- $8,393,299
- Administrative expenses
- $154,307
- Total expenses
- $8,547,606
- Net increase / (decrease)
- $3,448,649
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $153,307 | $0 | 2023 |
| Lpl Holdings, Inc. | CONSULTANT | $0 | $30,000 | 2023 |
| Holland & Hart | LEGAL | $0 | $12,446 | 2023 |
| Eide Bailly | ACCOUNTANT | $0 | $12,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Small Mine Development, LLC
- 2023 Form 5500 filing
- Form 5500 filings in ID
- 401(k) and benefit plan filings in Boise, ID
- Principal Life Insurance Company — Schedule C compensation
- Lpl Holdings, Inc. — Schedule C compensation
- Holland & Hart — Schedule C compensation
- Eide Bailly — Schedule C compensation