2023 Form 5500 filing — 403(B) Thrift Plan Of Southern Maryland Vocational Industries, Incorporated

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 20241015110520NAL0057134066001) for 403(B) Thrift Plan Of Southern Maryland Vocational Industries, Incorporated, reported by Southern Maryland Vocational Industries, Incorporated under EIN 52-1374531 and plan number 001. It reports 216 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)$1.4MReported net assets$1,374,128

Participants216

Provider compensation$7131 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015110520NAL0057134066001
Plan sponsor: Southern Maryland Vocational Industries, Incorporated
EIN: 52-1374531
Plan number: 001
Location: Brandywine, MD
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)$1.4M total assets

Net assets$1.4MLiabilities$0

Money in vs. money out

Total income / additions$283.9K

Total expenses$173.9K

Benefits paid / distributions$173.1K

Contributions

Employer$0

Participant$107.8K

Full reported line items

Total assets (EOY): $1,374,128
Total liabilities (EOY): $0
Net assets (EOY): $1,374,128
Employer contributions: $0
Participant contributions: $107,829
Total income / additions: $283,860
Benefits paid: $173,136
Administrative expenses: $715
Total expenses: $173,851
Net increase / (decrease): $110,009

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$713
RECORD KEEPER · Direct $713 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015110520NAL0057134066001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan Of Southern Maryland Vocational Industries, Incorporated, reported by Southern Maryland Vocational Industries, Incorporated (EIN 52-1374531).
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).