Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp — 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, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp (EIN 56-0402850) is a plan sponsor located in Raleigh, 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
56-0402850
Location
Raleigh, NC
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp

  • 2 loaded plans hold $178.8M in reported assets.
  • The largest, Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 586 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$178.8MSummed across loaded plans$178,845,518
Total reported assets$178.8M$178,845,518
Total reported participants586
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$178.8M total assets
Net assets$178.8MLiabilities$0
Contributions & income
Employer contributions$4.5M
Participant contributions$3.6M
Total income / additions$38M
Expenses & distributions
Benefits paid / distributions$17M
Total expenses$17M
Net increase / (decrease)$21M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan
Participants per plan293Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
  2. 2
    Plan #501 · 252 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp. Open one for its full reported snapshot.

  1. 2023
    Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Group Plan252 participants · 2No schedules
    View filing →
  2. 2023
    Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan334 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp report on Form 5500?
Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp (EIN 56-0402850) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp?
The Employer Identification Number (EIN) reported for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp is 56-0402850.
What is the latest Form 5500 filing year for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp?
The latest loaded Form 5500 filing year for Smith, Anderson, Blount, Dorsett, Mitchell And Jernigan Llp is 2023.

Related Form 5500 pages