2023 Form 5500 filing — Smithville Telephone Company, Inc. 401(K) 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 20241014112405NAL0027143905001) for Smithville Telephone Company, Inc. 401(K) Savings Plan, reported by Smithville Telephone Company, Inc. under EIN 35-0666710 and plan number 002. It reports 220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112405NAL0027143905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smithville Telephone Company, Inc.
- EIN
- 35-0666710
- Plan number
- 002
- Location
- Ellettsville, IN
- Participants
- 220
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,397,624
- Total liabilities (EOY)
- $6,163
- Net assets (EOY)
- $7,391,461
- Employer contributions
- $235,947
- Participant contributions
- $692,805
- Total income / additions
- $2,196,245
- Benefits paid
- $916,869
- Administrative expenses
- $17,866
- Total expenses
- $934,735
- Net increase / (decrease)
- $1,261,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hurlow Wealth Management Group | INVESTMENT ADVISOR | $16,491 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,375 | $0 |