How many benefit plans does Smithgroup Companies, Inc. report on Form 5500?

Smithgroup Companies, Inc. (EIN 38-2247428) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smithgroup Companies, Inc.?

The Employer Identification Number (EIN) reported for Smithgroup Companies, Inc. is 38-2247428.

What is the latest Form 5500 filing year for Smithgroup Companies, Inc.?

The latest loaded Form 5500 filing year for Smithgroup Companies, Inc. is 2023.

Smithgroup Companies, Inc. — 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, Smithgroup Companies, Inc. (EIN 38-2247428) is a plan sponsor located in Detroit, MI 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: 38-2247428
Location: Detroit, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $290,364,652
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $290,364,652

Contributions & income

Employer contributions: $6,993,057
Participant contributions: $15,398,739
Total income / additions: $73,953,613

Expenses & distributions

Benefits paid / distributions: $15,463,841
Total expenses: $15,913,359
Net increase / (decrease): $58,040,254

Coverage

Total reported participants: 3,464
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

Smithgroup Companies, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Smithgroup Retirement Accumulation Plan	001	2,127	$290,364,652	2023
Smithgroup, Inc. Welfare Benefit Plan	501	1,337	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 Smithgroup Companies, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Smithgroup, Inc. Welfare Benefit Plan	1,337	—	20240626102502NAL0008559217001
2023	The Smithgroup Retirement Accumulation Plan	2,127	H, C	20240919071257NAL0003343699001