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

Robert A Smith, Inc. (EIN 95-1904354) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Robert A Smith, Inc.?

The Employer Identification Number (EIN) reported for Robert A Smith, Inc. is 95-1904354.

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

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

Robert A Smith, 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, Robert A Smith, Inc. (EIN 95-1904354) is a plan sponsor located in Calabasas, CA 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: 95-1904354
Location: Calabasas, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $12,167,490
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $12,167,490

Contributions & income

Employer contributions: $115,998
Participant contributions: $605,534
Total income / additions: $2,591,786

Expenses & distributions

Benefits paid / distributions: $725,279
Total expenses: $768,920
Net increase / (decrease): $1,822,866

Coverage

Total reported participants: 265
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

Robert A Smith, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Bob Smith Bmw/Mini 401(K) Plan	001	154	$12,167,490	2023
Bob Smith Bmw/Mini Health & Welfare Plan	501	111	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 Robert A Smith, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Bob Smith Bmw/Mini 401(K) Plan	154	H, C	20240904134338NAL0020268609001
2023	Bob Smith Bmw/Mini Health & Welfare Plan	111	—	20241023162328NAL0008592098001