2023 Form 5500 filing — Smith Turf & Irrigation, 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 20240815102550NAL0012901713001) for Smith Turf & Irrigation, LLC 401(K) Profit Sharing Plan, reported by Smith Turf & Irrigation, LLC under EIN 56-1427762 and plan number 001. It reports 301 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815102550NAL0012901713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Turf & Irrigation, LLC
- EIN
- 56-1427762
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 301
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,758,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,758,020
- Employer contributions
- $386,464
- Participant contributions
- $1,116,292
- Total income / additions
- $3,717,029
- Benefits paid
- $656,313
- Administrative expenses
- $102,353
- Total expenses
- $758,666
- Net increase / (decrease)
- $2,958,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,620 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $34,733 | $4,419 |
| Cliftonlarsonallen | ACCOUNTANT | $15,178 | not reported in the loaded dataset |