2023 Form 5500 filing — Walter E. Smithe Furniture, Inc. 401k 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 20240925090204NAL0008171507001) for Walter E. Smithe Furniture, Inc. 401k Profit Sharing Plan, reported by Walter E. Smithe Furniture, Inc. under EIN 36-3195096 and plan number 001. It reports 283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.1MReported net assets$13,136,803
Participants283
Provider compensation$11K3 Schedule C row(s)$11,028
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240925090204NAL0008171507001
Plan sponsor
Walter E. Smithe Furniture, Inc.
EIN
36-3195096
Plan number
001
Location
Itasca, IL
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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
EmployerNot reported
Participant$700.7K
Full reported line items
Total assets (EOY)
$13,136,803
Total liabilities (EOY)
$0
Net assets (EOY)
$13,136,803
Participant contributions
$700,652
Total income / additions
$2,754,194
Benefits paid
$1,396,070
Administrative expenses
$10,974
Total expenses
$1,408,041
Net increase / (decrease)
$1,346,153
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $11K · Indirect $0
  2. 2
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240925090204NAL0008171507001 cover?
It is the 2023 Form 5500 filing for Walter E. Smithe Furniture, Inc. 401k Profit Sharing Plan, reported by Walter E. Smithe Furniture, Inc. (EIN 36-3195096).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages