2023 Form 5500 filing — Smc3 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 20241010101723NAL0009900659001) for Smc3 401(K) Plan, reported by Southern Motor Carriers Association, Inc. under EIN 58-0439170 and plan number 002. It reports 194 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)$25.3MReported net assets$25,343,199
Participants194
Provider compensation$3.9K2 Schedule C row(s)$3,877
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101723NAL0009900659001
Plan sponsor
Southern Motor Carriers Association, Inc.
EIN
58-0439170
Plan number
002
Location
Peachtree City, GA
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)$25.3M total assets
Net assets$25.3MLiabilities$0
Money in vs. money out
Total income / additions$7.1M
Total expenses$981.5K
Benefits paid / distributions$977.6K
Contributions
Employer$1.3M
Participant$1.8M
Full reported line items
Total assets (EOY)
$25,343,199
Total liabilities (EOY)
$0
Net assets (EOY)
$25,343,199
Employer contributions
$1,268,721
Participant contributions
$1,785,809
Total income / additions
$7,067,310
Benefits paid
$977,614
Administrative expenses
$3,877
Total expenses
$981,491
Net increase / (decrease)
$6,085,819
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $7.7K
  2. 2
    RECORDKEEPER · Direct -$3.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101723NAL0009900659001 cover?
It is the 2023 Form 5500 filing for Smc3 401(K) Plan, reported by Southern Motor Carriers Association, Inc. (EIN 58-0439170).
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