2023 Form 5500 filing — Smith Family Companies, Inc. 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 20241010151105NAL0021312609001) for Smith Family Companies, Inc. 401(K) Plan, reported by Smith Family Companies, Inc. under EIN 63-1085030 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241010151105NAL0021312609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith Family Companies, Inc.
- EIN
- 63-1085030
- Plan number
- 001
- Location
- Pelham, AL
- Participants
- 188
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,866,038
- Total liabilities (EOY)
- $64,402
- Net assets (EOY)
- $5,801,636
- Employer contributions
- $225,154
- Participant contributions
- $674,887
- Total income / additions
- $1,800,569
- Benefits paid
- $129,239
- Administrative expenses
- $3,675
- Total expenses
- $197,316
- Net increase / (decrease)
- $1,603,253
- Schedule source
- Schedule H