2023 Form 5500 filing — Smith Mazure, P.C. 401(K) Savings 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 20240905123409NAL0043665474001) for Smith Mazure, P.C. 401(K) Savings Plan, reported by Smith Mazure, P.C. under EIN 13-3495415 and plan number 001. It reports 69 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,226,972
Participants69
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240905123409NAL0043665474001
Plan sponsor
Smith Mazure, P.C.
EIN
13-3495415
Plan number
001
Location
New York, NY
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)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$895.6K
Benefits paid / distributions$861.9K
Contributions
Employer$40.2K
Participant$463.1K
Full reported line items
Total assets (EOY)
$11,226,972
Total liabilities (EOY)
$0
Net assets (EOY)
$11,226,972
Employer contributions
$40,204
Participant contributions
$463,087
Total income / additions
$1,945,224
Benefits paid
$861,937
Administrative expenses
$26,439
Total expenses
$895,622
Net increase / (decrease)
$1,049,602

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240905123409NAL0043665474001 cover?
It is the 2023 Form 5500 filing for Smith Mazure, P.C. 401(K) Savings Plan, reported by Smith Mazure, P.C. (EIN 13-3495415).
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