2023 Form 5500 filing — Bob Smith Bmw/Mini 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 20240904134338NAL0020268609001) for Bob Smith Bmw/Mini 401(K) Plan, reported by Robert A. Smith, Inc. under EIN 95-1904354 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904134338NAL0020268609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert A. Smith, Inc.
- EIN
- 95-1904354
- Plan number
- 001
- Location
- Calabasas, CA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,167,490
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,167,490
- Employer contributions
- $115,998
- Participant contributions
- $605,534
- Total income / additions
- $2,591,786
- Benefits paid
- $725,279
- Administrative expenses
- $34,357
- Total expenses
- $768,920
- Net increase / (decrease)
- $1,822,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $32,644 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,713 | $0 |