2023 Form 5500 filing — Smallwood Management Co LLC 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 20240926150621NAL0000955537001) for Smallwood Management Co LLC 401(K) Plan, reported by Smallwood Management Company, LLC under EIN 46-1415403 and plan number 001. It reports 424 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)$2.7MReported net assets$2,660,364
Participants424
Provider compensation$6.7K2 Schedule C row(s)$6,699
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240926150621NAL0000955537001
- Plan sponsor
- Smallwood Management Company, LLC
- EIN
- 46-1415403
- Plan number
- 001
- Location
- Longview, TX
- Received date
- not reported in the loaded dataset
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)$2.7M total assets
Net assets$2.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,660,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,660,364
- Employer contributions
- $445,323
- Participant contributions
- $516,071
- Total income / additions
- $1,383,933
- Benefits paid
- $281,008
- Administrative expenses
- $6,699
- Total expenses
- $287,707
- Net increase / (decrease)
- $1,096,226
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resource Benefits Administrators | THIRD PARTY ADMINISTRATO | $4,650 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $2,049 | not reported in the loaded dataset |