2023 Form 5500 filing — Smart Infrastructure Group 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 20241015091021NAL0029094481002) for Smart Infrastructure Group 401(K) Plan, reported by Smart Infrastructure LLC under EIN 81-4246626 and plan number 002. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091021NAL0029094481002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smart Infrastructure LLC
- EIN
- 81-4246626
- Plan number
- 002
- Location
- Riviera Beach, FL
- Participants
- 187
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,841,663
- Net assets (EOY)
- $3,841,663
- Employer contributions
- $151,303
- Participant contributions
- $494,329
- Total income / additions
- $1,204,012
- Benefits paid
- $514,136
- Administrative expenses
- $42,597
- Total expenses
- $556,733
- Net increase / (decrease)
- $647,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $1,738 | not reported in the loaded dataset |
| Wilshire Associates Inc. | INVESTMENT ADVISOR | $677 | not reported in the loaded dataset |