2023 Form 5500 filing — Smith 401(K) 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 20240829162628NAL0007745907001) for Smith 401(K) Plan, reported by Ascentium Corporation under EIN 91-2105883 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.6MReported net assets$8,625,855
Participants104
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240829162628NAL0007745907001
Plan sponsor
Ascentium Corporation
EIN
91-2105883
Plan number
001
Location
Columbus, OH
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)$8.6M total assets
Net assets$8.6MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$785.5K
Benefits paid / distributions$771.1K
Contributions
Employer$0
Participant$673.3K
Full reported line items
Total assets (EOY)
$8,625,855
Total liabilities (EOY)
$0
Net assets (EOY)
$8,625,855
Employer contributions
$0
Participant contributions
$673,311
Total income / additions
$2,651,725
Benefits paid
$771,125
Administrative expenses
$14,365
Total expenses
$785,490
Net increase / (decrease)
$1,866,235

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829162628NAL0007745907001 cover?
It is the 2023 Form 5500 filing for Smith 401(K) Plan, reported by Ascentium Corporation (EIN 91-2105883).
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