Plan5500

R.A Smith, 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, R.A Smith, Inc. (EIN 39-1318572) is a plan sponsor located in Brookfield, WI 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
39-1318572
Location
Brookfield, WI
Loaded plans
6
Total reported participants
1,233
Total reported plan assets (EOY)
$50,921,235
Plans with financial data
1
Plans with provider compensation
1
Latest filing year
2023

Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.

Largest loaded plans by reported assets

R.A Smith, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
R.A. Smith, Inc. 401(K) Plan001302$50,921,2352023
R.A. Smith, Inc. Std502192not reported in the loaded dataset2023
R.A. Smith, Inc. Ltd503192not reported in the loaded dataset2023
R.A. Smith, Inc. Life & Dependent Life Insurance504192not reported in the loaded dataset2023
R.A. Smith, Inc. Ad&D505192not reported in the loaded dataset2023
R.A. Smith, Inc. Dental & Health Care Plan501163not reported in the loaded dataset2023

Search all 6 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for R.A Smith, Inc.
YearPlanParticipantsSchedulesFiling
2023R.A. Smith, Inc. Dental & Health Care Plan163—20240726083441NAL0026070320001
2023R.A. Smith, Inc. Std192—20240726085616NAL0015186129001
2023R.A. Smith, Inc. Ltd192—20240726133720NAL0015520657001
2023R.A. Smith, Inc. Life & Dependent Life Insurance192—20240726152041NAL0033463506001
2023R.A. Smith, Inc. Ad&D192—20240726153009NAL0015754273001
2023R.A. Smith, Inc. 401(K) Plan302H, C20241003110416NAL0016918176001

Related Form 5500 pages