2023 Form 5500 filing — Smith, Sawyer, And Smith 401(K) Profit Sharing Retirement 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 20240715125610NAL0002444816001) for Smith, Sawyer, And Smith 401(K) Profit Sharing Retirement Plan, reported by The Smith Sawyer Smith Agency, LLC under EIN 82-2689207 and plan number 002. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240715125610NAL0002444816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Smith Sawyer Smith Agency, LLC
- EIN
- 82-2689207
- Plan number
- 002
- Location
- Rochester, IN
- Participants
- 26
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,237,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,237,793
- Employer contributions
- $65,815
- Participant contributions
- $50,656
- Total income / additions
- $616,772
- Benefits paid
- $16,066
- Administrative expenses
- $338
- Total expenses
- $16,404
- Net increase / (decrease)
- $600,368
- Schedule source
- Schedule I