Plan5500

Smalley & Company — 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, Smalley & Company (EIN 84-0576872) is a plan sponsor located in Denver, CO 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
84-0576872
Location
Denver, CO
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 Smalley & Company

  • 3 loaded plans hold $49M in reported assets.
  • The largest, Smalley & Company Employee Stock Ownership Plan And Trust, holds 78% of this company's reported plan assets.
  • Plans cover 541 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$43.3MSummed across loaded plans$43,279,392
Total reported assets$49M$49,005,900
Total reported participants541
Total reported liabilities$5.7M$5,726,508

Reported net position

Reported assets = net assets + liabilities (summed)$49M total assets
Net assets$43.3MLiabilities$5.7M
Contributions & income
Employer contributions$4.2M
Participant contributions$706.6K
Total income / additions$3.8M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2.2M
Net increase / (decrease)$1.6M

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 assets78%Smalley & Company Employee Stock Ownership Plan And Trust
Participants per plan180Average 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
    Smalley & Company Employee Stock Ownership Plan And Trust$38M
    Plan #003 · 186 participants · 2023
  2. 2
    Smalley & Company 401(K) Savings Plan$11M
    Plan #004 · 178 participants · 2023
  3. 3
    Smalley & Company Welfare Benefits Wrap Plannot reported in the loaded dataset
    Plan #501 · 177 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 Smalley & Company. Open one for its full reported snapshot.

  1. 2023
    Smalley & Company 401(K) Savings Plan178 participants · 2Sch HSch C
    View filing →
  2. 2023
    Smalley & Company Employee Stock Ownership Plan And Trust186 participants · 2Sch H
    View filing →
  3. 2023
    Smalley & Company Welfare Benefits Wrap Plan177 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Smalley & Company report on Form 5500?
Smalley & Company (EIN 84-0576872) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Smalley & Company?
The Employer Identification Number (EIN) reported for Smalley & Company is 84-0576872.
What is the latest Form 5500 filing year for Smalley & Company?
The latest loaded Form 5500 filing year for Smalley & Company is 2023.

Related Form 5500 pages