Plan5500

Smith Seckman Reid, 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 Seckman Reid, Inc. (EIN 62-0791037) is a plan sponsor located in Nashville, TN with 3 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
62-0791037
Location
Nashville, TN
Loaded plans
3
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 Seckman Reid, Inc.

  • 3 loaded plans hold $195.6M in reported assets.
  • The largest, Smith Seckman Reid, Inc. Employee Stock Ownership Plan, holds 51% of this company's reported plan assets.
  • Plans cover 1,697 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$192.3MSummed across loaded plans$192,294,949
Total reported assets$195.6M$195,630,322
Total reported participants1.7K1,697
Total reported liabilities$3.3M$3,335,373

Reported net position

Reported assets = net assets + liabilities (summed)$195.6M total assets
Net assets$192.3MLiabilities$3.3M
Contributions & income
Employer contributions$8.3M
Participant contributions$5.3M
Total income / additions$41.8M
Expenses & distributions
Benefits paid / distributions$12.7M
Total expenses$12.8M
Net increase / (decrease)$28.9M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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 assets51%Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Participants per plan566Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Smith Seckman Reid, Inc. Employee Stock Ownership Plan$99.5M
    Plan #002 · 560 participants · 2023
  2. 2
    Smith Seckman Reid, Inc. Employee Savings And Profit Sharing Plan Trust$96.2M
    Plan #001 · 666 participants · 2023
  3. 3
    Smith Seckman Reid Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 471 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Smith Seckman Reid, Inc.. Open one for its full reported snapshot.

  1. 2023
    Smith Seckman Reid Welfare Benefit Plan471 participants · 2No schedules
    View filing →
  2. 2023
    Smith Seckman Reid, Inc. Employee Stock Ownership Plan560 participants · 2Sch H
    View filing →
  3. 2023
    Smith Seckman Reid, Inc. Employee Savings And Profit Sharing Plan Trust666 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Smith Seckman Reid, Inc. report on Form 5500?
Smith Seckman Reid, Inc. (EIN 62-0791037) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Smith Seckman Reid, Inc.?
The Employer Identification Number (EIN) reported for Smith Seckman Reid, Inc. is 62-0791037.
What is the latest Form 5500 filing year for Smith Seckman Reid, Inc.?
The latest loaded Form 5500 filing year for Smith Seckman Reid, Inc. is 2023.

Related Form 5500 pages