How many benefit plans does Smith Bagley, Inc. report on Form 5500?

Smith Bagley, Inc. (EIN 52-1626137) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Smith Bagley, Inc.?

The Employer Identification Number (EIN) reported for Smith Bagley, Inc. is 52-1626137.

What is the latest Form 5500 filing year for Smith Bagley, Inc.?

The latest loaded Form 5500 filing year for Smith Bagley, Inc. is 2023.

Smith Bagley, 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 Bagley, Inc. (EIN 52-1626137) is a plan sponsor located in Show Low, AZ 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: 52-1626137
Location: Show Low, AZ
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $14,567,896
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $14,567,896

Contributions & income

Employer contributions: $481,298
Participant contributions: $937,615
Total income / additions: $3,638,140

Expenses & distributions

Benefits paid / distributions: $1,433,335
Total expenses: $1,511,551
Net increase / (decrease): $2,126,589

Coverage

Total reported participants: 372
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 Bagley, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Smith Bagley, Inc. Dba Cellular One 401(K) Plan	001	201	$14,567,896	2023
Smith Bagley, Inc. Dba Cellular One Of Ne Arizona Welfare Benefit Plan	501	171	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 Bagley, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Smith Bagley, Inc. Dba Cellular One Of Ne Arizona Welfare Benefit Plan	171	—	20240412154411NAL0004252178001
2023	Smith Bagley, Inc. Dba Cellular One 401(K) Plan	201	H, C	20240828051207NAL0005580467001