2023 Form 5500 filing — Sme Employees' Savings 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 20241010115417NAL0033976224001) for Sme Employees' Savings Plan And Trust, reported by Soil And Materials Engineers, Inc. under EIN 38-1738670 and plan number 001. It reports 410 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115417NAL0033976224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Soil And Materials Engineers, Inc.
- EIN
- 38-1738670
- Plan number
- 001
- Location
- Plymouth, MI
- Participants
- 410
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,266,609
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,266,609
- Employer contributions
- $1,352,423
- Participant contributions
- $3,305,276
- Total income / additions
- $16,522,412
- Benefits paid
- $1,906,933
- Administrative expenses
- $11,640
- Total expenses
- $1,918,573
- Net increase / (decrease)
- $14,603,839
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | ADVISOR/CONSULTANT | $53,835 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $26,013 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$68,208 | $0 |