How many benefit plans does Smith-Rowe, LLC report on Form 5500?

Smith-Rowe, LLC (EIN 27-3317950) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smith-Rowe, LLC?

The Employer Identification Number (EIN) reported for Smith-Rowe, LLC is 27-3317950.

What is the latest Form 5500 filing year for Smith-Rowe, LLC?

The latest loaded Form 5500 filing year for Smith-Rowe, LLC is 2023.

Smith-Rowe, LLC — 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, Smith-Rowe, LLC (EIN 27-3317950) is a plan sponsor located in Mount Airy, NC 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: 27-3317950
Location: Mount Airy, NC
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $6,993,048
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $6,993,048

Contributions & income

Employer contributions: $440,238
Participant contributions: $580,164
Total income / additions: $2,118,525

Expenses & distributions

Benefits paid / distributions: $465,614
Total expenses: $477,698
Net increase / (decrease): $1,640,827

Coverage

Total reported participants: 517
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Smith-Rowe, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Employees Of Smith-Rowe, LLC 401k Profit Sharing Plan	001	263	$6,993,048	2023
Smith-Rowe, LLC Group Medical Plan	503	254	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smith-Rowe, LLC
Year	Plan	Participants	Schedules	Filing
2023	Employees Of Smith-Rowe, LLC 401k Profit Sharing Plan	263	H, C	20240821180745NAL0006656528001
2023	Smith-Rowe, LLC Group Medical Plan	254	—	20251027161504NAL0008338864001