2023 Form 5500 filing — Smith Industries 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 20241002103524NAL0003953827001) for Smith Industries 401(K) Plan, reported by Kss Acquisition Sales & Services, LLC Dba Smith Industries LLC under EIN 20-2289508 and plan number 006. It reports 122 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)$1.7MReported net assets$1,691,910
Participants122
Provider compensation$6K2 Schedule C row(s)$5,968
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241002103524NAL0003953827001
- Plan sponsor
- Kss Acquisition Sales & Services, LLC Dba Smith Industries LLC
- EIN
- 20-2289508
- Plan number
- 006
- Location
- Midland, 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)$1.7M total assets
Net assets$1.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,691,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,691,910
- Employer contributions
- $196,881
- Participant contributions
- $348,439
- Total income / additions
- $1,108,788
- Benefits paid
- $175,710
- Administrative expenses
- $17,380
- Total expenses
- $201,778
- Net increase / (decrease)
- $907,010
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $996 | $2,472 |
| Pension Planning Consultants Inc | NONE | $2,500 | $0 |