Smith & Loveless, 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, Smith & Loveless, Inc. (EIN 48-0924021) is a plan sponsor located in Lenexa, KS with 2 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
48-0924021
Location
Lenexa, KS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$27,651,629
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$27,651,629

Contributions & income

Employer contributions
$1,534,127
Participant contributions
$1,226,748
Total income / additions
$8,585,861

Expenses & distributions

Benefits paid / distributions
$3,663,459
Total expenses
$3,783,883
Net increase / (decrease)
$4,801,978

Coverage

Total reported participants
436
Plans with financial statements
2
Plans with provider compensation
2

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 & Loveless, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Smith & Loveless, Inc. Profit Sharing Plan And Trust003225$27,287,4272023
Smith & Loveless, Inc. Employee Health Care Plan501211$364,2022023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Smith & Loveless, Inc.
YearPlanParticipantsSchedulesFiling
2023Smith & Loveless, Inc. Employee Health Care Plan211H, C20250630213130NAL0006460019001
2023Smith & Loveless, Inc. Profit Sharing Plan And Trust225H, C20250711110901NAL0006260993001

Related Form 5500 pages