2023 Form 5500 filing — Smithers-Oasis Company Retirement Savings 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 20241011084812NAL0010741107001) for Smithers-Oasis Company Retirement Savings Plan, reported by Smithers-Oasis Company under EIN 34-1536399 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011084812NAL0010741107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smithers-Oasis Company
- EIN
- 34-1536399
- Plan number
- 002
- Location
- Kent, OH
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,015,418
- Net assets (EOY)
- $38,015,418
- Employer contributions
- $1,153,257
- Participant contributions
- $1,876,573
- Total income / additions
- $8,632,804
- Benefits paid
- $5,565,096
- Administrative expenses
- $46,842
- Total expenses
- $5,611,938
- Net increase / (decrease)
- $3,020,866
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | NONE | $46,542 | $0 |
| National Financial Services | NONE | $0 | $0 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |