Plan5500

Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll (EIN 20-1816844) is a plan sponsor located in Duluth, GA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1816844
Location
Duluth, GA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll

  • 2 loaded plans hold $16M in reported assets.
  • The largest, Shumate Mechanical LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 743 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$15,950,625
Total reported assets$16M$15,950,625
Total reported participants743
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$220.7K
Participant contributions$1.4M
Total income / additions$3.6M
Expenses & distributions
Benefits paid / distributions$377.7K
Total expenses$414.4K
Net increase / (decrease)$3.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Shumate Mechanical LLC 401(K) Plan
Participants per plan372Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Shumate Mechanical LLC 401(K) Plan$16M
    Plan #001 · 383 participants · 2023
  2. 2
    Shumate Mechanical LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 360 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll. Open one for its full reported snapshot.

  1. 2023
    Shumate Mechanical LLC 401(K) Plan383 participants · 2Sch HSch C
    View filing →
  2. 2023
    Shumate Mechanical LLC Welfare Benefit Plan360 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll report on Form 5500?
Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll (EIN 20-1816844) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll?
The Employer Identification Number (EIN) reported for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll is 20-1816844.
What is the latest Form 5500 filing year for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll?
The latest loaded Form 5500 filing year for Sm Holding Group, Inc. D/B/A Shumate Mechanical Ll is 2023.

Related Form 5500 pages