2023 Form 5500 filing — Smyth Companies Savings And Profit Sharing 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 20240923170303NAL0011669457001) for Smyth Companies Savings And Profit Sharing Plan, reported by Smyth Companies, LLC under EIN 90-0743685 and plan number 001. It reports 624 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240923170303NAL0011669457001
Filing year
2023
Form type
2
Plan sponsor
Smyth Companies, LLC
EIN
90-0743685
Plan number
001
Location
Eagan, MN
Participants
624
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$47,718,229
Total liabilities (EOY)
$0
Net assets (EOY)
$47,718,229
Employer contributions
$735,727
Participant contributions
$2,587,368
Total income / additions
$11,440,205
Benefits paid
$7,081,360
Administrative expenses
$108,605
Total expenses
$7,181,316
Net increase / (decrease)
$4,258,889
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$63,242$0
Onedigital Investment AdvisorsINVESTMENT ADVISORY$49,963$37

Related Form 5500 pages