2023 Form 5500 filing — The Smead Manufacturing Company Employees' Investment Plan And Trust
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 20241008153754NAL0017897857001) for The Smead Manufacturing Company Employees' Investment Plan And Trust, reported by The Smead Manufacturing Company under EIN 41-0543420 and plan number 003. It reports 830 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008153754NAL0017897857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Smead Manufacturing Company
- EIN
- 41-0543420
- Plan number
- 003
- Location
- Hastings, MN
- Participants
- 830
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,425,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $118,425,867
- Employer contributions
- $578,925
- Participant contributions
- $2,934,133
- Total income / additions
- $19,378,805
- Benefits paid
- $9,398,162
- Administrative expenses
- $126,436
- Total expenses
- $9,524,598
- Net increase / (decrease)
- $9,854,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $71,967 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $53,869 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $600 | not reported in the loaded dataset |