2023 Form 5500 filing — Smith Chason College, 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 20241015074028NAL0027771713001) for Smith Chason College, Inc. 401(K) Plan, reported by Smith Chason College, Inc. 401(K) Plan under EIN 95-4686517 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.6MReported net assets$3,573,759
Participants368
Provider compensation$15.4K2 Schedule C row(s)$15,393
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015074028NAL0027771713001
Plan sponsor
Smith Chason College, Inc. 401(K) Plan
EIN
95-4686517
Plan number
001
Location
Los Angeles, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$297.5K
Benefits paid / distributions$242.6K
Contributions
EmployerNot reported
Participant$548.8K
Full reported line items
Total assets (EOY)
$3,573,759
Total liabilities (EOY)
$0
Net assets (EOY)
$3,573,759
Participant contributions
$548,763
Total income / additions
$1,133,827
Benefits paid
$242,588
Administrative expenses
$46,035
Total expenses
$297,539
Net increase / (decrease)
$836,288
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT SERVICES · Direct $14.3K
  2. 2
    RECORDKEEPER · Direct $1.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015074028NAL0027771713001 cover?
It is the 2023 Form 5500 filing for Smith Chason College, Inc. 401(K) Plan, reported by Smith Chason College, Inc. 401(K) Plan (EIN 95-4686517).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages