2023 Form 5500 filing — Smarty, LLC - Flexible Benefits 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 20240821163545NAL0002510483001) for Smarty, LLC - Flexible Benefits Plan, reported by Smarty, LLC under EIN 35-2651525 and plan number 501. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25Reported net assets
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240821163545NAL0002510483001
Plan sponsor
Smarty, LLC
EIN
35-2651525
Plan number
501
Location
Sherman Oaks, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.8K total assets
Net assets$25Liabilities$12.8K
Money in vs. money out
Total income / additions$12.8K
Total expenses$12.8K
Benefits paid / distributions$12.8K
Contributions
EmployerNot reported
Participant$11.9K
Full reported line items
Total assets (EOY)
$12,830
Total liabilities (EOY)
$12,805
Net assets (EOY)
$25
Participant contributions
$11,930
Total income / additions
$12,830
Benefits paid
$12,805
Total expenses
$12,805
Net increase / (decrease)
$25

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240821163545NAL0002510483001 cover?
It is the 2023 Form 5500 filing for Smarty, LLC - Flexible Benefits Plan, reported by Smarty, LLC (EIN 35-2651525).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages