2023 Form 5500 filing — Sms Holdings Corp. 401(K) Savings 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 20240725052344NAL0007998291001) for Sms Holdings Corp. 401(K) Savings Plan, reported by Sms Holdings Corp. under EIN 26-0050650 and plan number 001. It reports 3,946 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,539,940
Participants3.9K3,946
Provider compensation$115.8K3 Schedule C row(s)$115,783
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240725052344NAL0007998291001
Plan sponsor
Sms Holdings Corp.
EIN
26-0050650
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$958.9K
Benefits paid / distributions$831.1K
Contributions
Employer$8.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$7,539,940
Total liabilities (EOY)
$0
Net assets (EOY)
$7,539,940
Employer contributions
$8,948
Participant contributions
$1,513,776
Total income / additions
$2,633,364
Benefits paid
$831,131
Administrative expenses
$112,060
Total expenses
$958,878
Net increase / (decrease)
$1,674,486
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $91K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $21.1K · Indirect $3.7K
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240725052344NAL0007998291001 cover?
It is the 2023 Form 5500 filing for Sms Holdings Corp. 401(K) Savings Plan, reported by Sms Holdings Corp. (EIN 26-0050650).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages