2023 Form 5500 filing — Smh Operations, LLC 401(K) 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 20240814094005NAL0020060560001) for Smh Operations, LLC 401(K) Profit Sharing Plan, reported by Smh Operations, LLC under EIN 82-4217476 and plan number 001. It reports 256 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240814094005NAL0020060560001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smh Operations, LLC
- EIN
- 82-4217476
- Plan number
- 001
- Location
- Glen Rock, NJ
- Participants
- 256
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $981,791
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $981,791
- Employer contributions
- $0
- Participant contributions
- $287,809
- Total income / additions
- $463,901
- Benefits paid
- $97,241
- Administrative expenses
- $8,905
- Total expenses
- $106,553
- Net increase / (decrease)
- $357,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors Fin Network Ll | INVESTMENT ADVISOR | $3,649 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $3,575 | $0 |
| Intac Actuarial Services Inc | CONTRACT ADMIN | $1,688 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $388 | $0 |