2023 Form 5500 filing — Smith Power Products, Inc. 401k 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 20240930052339NAL0002446003001) for Smith Power Products, Inc. 401k Plan, reported by Smith Power Products, Inc. under EIN 87-0253588 and plan number 001. It reports 347 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)$28.5MReported net assets$28,546,924
Participants347
Provider compensation$84.4K3 Schedule C row(s)$84,355
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930052339NAL0002446003001
Plan sponsor
Smith Power Products, Inc.
EIN
87-0253588
Plan number
001
Location
Salt Lake City, UT
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)$28.5M total assets
Net assets$28.5MLiabilities$0
Money in vs. money out
Total income / additions$6.4M
Total expenses$2.3M
Benefits paid / distributions$2.2M
Contributions
Employer$695K
Participant$1.7M
Full reported line items
Total assets (EOY)
$28,546,924
Total liabilities (EOY)
$0
Net assets (EOY)
$28,546,924
Employer contributions
$695,041
Participant contributions
$1,747,465
Total income / additions
$6,427,904
Benefits paid
$2,213,224
Administrative expenses
$84,356
Total expenses
$2,320,019
Net increase / (decrease)
$4,107,885

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lpl Financial Corporation RpcpINVESTMENT/FINANCIAL ADVI$43,359$0
Adp, Inc.RECORD KEEPER$40,996$0
Adp Broker-DealerRECORD KEEPER$0$0

Related Form 5500 pages