2023 Form 5500 filing — Sma, Inc. 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 20240925145202NAL0008431571004) for Sma, Inc. 401(K) Plan, reported by Sma, Inc. under EIN 33-0080929 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925145202NAL0008431571004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sma, Inc.
- EIN
- 33-0080929
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,194,354
- Net assets (EOY)
- $29,194,354
- Employer contributions
- $84,446
- Participant contributions
- $1,112,273
- Total income / additions
- $5,716,325
- Benefits paid
- $1,657,412
- Administrative expenses
- $101,187
- Total expenses
- $1,766,270
- Net increase / (decrease)
- $3,950,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burnham Gibson Wealth Advisors | NONE | $66,131 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $35,056 | not reported in the loaded dataset |