2023 Form 5500 filing — Sme 401(K) Employee 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 20241014123821NAL0026160017001) for Sme 401(K) Employee Savings Plan, reported by Sme Steel Contractors, Inc. under EIN 87-0495960 and plan number 001. It reports 1,033 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123821NAL0026160017001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sme Steel Contractors, Inc.
- EIN
- 87-0495960
- Plan number
- 001
- Location
- West Jordan, UT
- Participants
- 1,033
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,073,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,073,597
- Employer contributions
- $1,627,426
- Participant contributions
- $2,669,778
- Total income / additions
- $5,813,664
- Benefits paid
- $1,523,253
- Administrative expenses
- $38,535
- Total expenses
- $1,590,591
- Net increase / (decrease)
- $4,223,073
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $19,140 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $14,475 | $0 |
| National Benefit Services, LLC | CONTRACT ADMIN | $12,500 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,250 | not reported in the loaded dataset |
| Morningstar Associates LLC | OTHER | $2,232 | not reported in the loaded dataset |