2023 Form 5500 filing — Sms Data Products Group, Inc. 401(K) Retirement 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 20241014125201NAL0013305763001) for Sms Data Products Group, Inc. 401(K) Retirement Plan, reported by Sms Data Products Group, Inc. under EIN 54-1039383 and plan number 003. It reports 944 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014125201NAL0013305763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sms Data Products Group, Inc.
- EIN
- 54-1039383
- Plan number
- 003
- Location
- Mc Lean, VA
- Participants
- 944
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,994,476
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,994,476
- Employer contributions
- $1,525,507
- Participant contributions
- $6,339,321
- Total income / additions
- $21,360,457
- Benefits paid
- $6,365,163
- Administrative expenses
- $143,277
- Total expenses
- $6,508,440
- Net increase / (decrease)
- $14,852,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $143,274 | $0 |
| Gallagher Fiduciary Advisors, LLC | INVESTMENT ADVISORY | $0 | $40,000 |
| Pb Mares Llp | ACCOUNTANT | $0 | $10,000 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |