2023 Form 5500 filing — S.B.T. 401(K) 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 20240724141843NAL0013131905001) for S.B.T. 401(K) Plan, reported by Smith Brothers Tool Company under EIN 30-0747050 and plan number 001. It reports 58 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.5MReported net assets$4,549,846
Participants58
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240724141843NAL0013131905001
Plan sponsor
Smith Brothers Tool Company
EIN
30-0747050
Plan number
001
Location
Shelby Township, MI
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.5M total assets
Net assets$4.5MLiabilities$0
Money in vs. money out
Total income / additions$916K
Total expenses$263.2K
Benefits paid / distributions$262.7K
Contributions
Employer$94.7K
Participant$179.3K
Full reported line items
Total assets (EOY)
$4,549,846
Total liabilities (EOY)
$0
Net assets (EOY)
$4,549,846
Employer contributions
$94,688
Participant contributions
$179,307
Total income / additions
$916,043
Benefits paid
$262,710
Administrative expenses
$444
Total expenses
$263,154
Net increase / (decrease)
$652,889

Related Form 5500 pages