2023 Form 5500 filing — Smith Brothers Of Berne Retirement 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 20240822084944NAL0002946883001) for Smith Brothers Of Berne Retirement Plan, reported by Smith Brothers Of Berne, Inc. under EIN 35-0663407 and plan number 002. It reports 608 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240822084944NAL0002946883001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Brothers Of Berne, Inc.
- EIN
- 35-0663407
- Plan number
- 002
- Location
- Berne, IN
- Participants
- 608
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,663,234
- Total liabilities (EOY)
- $9,361
- Net assets (EOY)
- $20,653,873
- Employer contributions
- $565,128
- Participant contributions
- $1,392,550
- Total income / additions
- $4,578,259
- Benefits paid
- $1,478,034
- Administrative expenses
- $104,012
- Total expenses
- $1,596,397
- Net increase / (decrease)
- $2,981,862
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $66,077 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $41,375 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,548 | not reported in the loaded dataset |