2023 Form 5500 filing — Sme Development Partners LLC Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240628140607NAL0000787585001) for Sme Development Partners LLC Profit Sharing Plan, reported by Sme Development Partners LLC under EIN 45-4056097 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240628140607NAL0000787585001
Filing year
2023
Form type
2
Plan sponsor
Sme Development Partners LLC
EIN
45-4056097
Plan number
001
Location
Armonk, NY
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,627,935
Total liabilities (EOY)
$313,876
Net assets (EOY)
$7,314,059
Employer contributions
$34,000
Participant contributions
$60,000
Total income / additions
$6,435,921
Benefits paid
$313,876
Administrative expenses
$8,158
Total expenses
$322,034
Net increase / (decrease)
$6,113,887
Schedule source
Schedule I

Related Form 5500 pages