2023 Form 5500 filing — Smart Energy Systems, 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 20241001052030NAL0003783059001) for Smart Energy Systems, Inc. 401k Plan, reported by Smart Energy Systems, Inc. Dba S under EIN 46-0760246 and plan number 001. It reports 170 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)$7.7MReported net assets$7,672,683
Participants170
Provider compensation$49K2 Schedule C row(s)$48,985
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001052030NAL0003783059001
Plan sponsor
Smart Energy Systems, Inc. Dba S
EIN
46-0760246
Plan number
001
Location
Irvine, CA
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)$7.7M total assets
Net assets$7.7MLiabilities$0
Money in vs. money out
Total income / additions$3.7M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
Employer$374K
Participant$1.5M
Full reported line items
Total assets (EOY)
$7,672,683
Total liabilities (EOY)
$0
Net assets (EOY)
$7,672,683
Employer contributions
$373,963
Participant contributions
$1,480,056
Total income / additions
$3,718,683
Benefits paid
$1,024,542
Administrative expenses
$50,396
Total expenses
$1,076,682
Net increase / (decrease)
$2,642,001
Schedule C

Reported service provider compensation

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

  1. 1
    Adp, Inc.$29.7K
    RECORD KEEPER · Direct $29.7K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $19.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001052030NAL0003783059001 cover?
It is the 2023 Form 5500 filing for Smart Energy Systems, Inc. 401k Plan, reported by Smart Energy Systems, Inc. Dba S (EIN 46-0760246).
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