2023 Form 5500 filing — Smith Freed & Eberhard, P.C. 401(K) 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 20240912180014NAL0010506273001) for Smith Freed & Eberhard, P.C. 401(K) Retirement Plan, reported by Smith Freed & Eberhard, P.C. under EIN 93-0944667 and plan number 001. It reports 127 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912180014NAL0010506273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Freed & Eberhard, P.C.
- EIN
- 93-0944667
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 127
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,914,576
- Total liabilities (EOY)
- $4,685
- Net assets (EOY)
- $10,909,891
- Employer contributions
- $222,005
- Participant contributions
- $543,356
- Total income / additions
- $2,512,220
- Benefits paid
- $533,922
- Administrative expenses
- $61,873
- Total expenses
- $595,795
- Net increase / (decrease)
- $1,916,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cable Hill Partners | INVESTMENT ADVISOR | $25,840 | not reported in the loaded dataset |
| Pension Plan Specialists, Pc | TPA | $15,710 | $0 |
| John Hancock Life Insurance Company | RECORDKEEPER | $1,356 | $0 |