2023 Form 5500 filing — Smithbucklin Employee 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 20241015140503NAL0016575139001) for Smithbucklin Employee Retirement Plan, reported by Smithbucklin Corporation under EIN 41-2078828 and plan number 003. It reports 1,102 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)$239.3MReported net assets$239,346,598

Participants1.1K1,102

Provider compensation$434.3K4 Schedule C row(s)$434,300

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015140503NAL0016575139001
Plan sponsor: Smithbucklin Corporation
EIN: 41-2078828
Plan number: 003
Location: Chicago, IL
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)$239.3M total assets

Net assets$239.3MLiabilities$0

Money in vs. money out

Total income / additions$51.4M

Total expenses$15M

Benefits paid / distributions$14.7M

Contributions

Employer$3.3M

Participant$6.1M

Full reported line items

Total assets (EOY): $239,346,598
Total liabilities (EOY): $0
Net assets (EOY): $239,346,598
Employer contributions: $3,305,489
Participant contributions: $6,117,884
Total income / additions: $51,395,061
Benefits paid: $14,697,888
Administrative expenses: $283,564
Total expenses: $14,981,452
Net increase / (decrease): $36,413,609

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$284.6K
CONTRACT ADMINISTRATOR · Direct $283.6K · Indirect $1.1K
2
Smithbucklin$99.7K
OTHER SERVICES · Direct $0 · Indirect $99.7K
3
Investment Consultants$50K
OTHER SERVICES · Direct $0 · Indirect $50K
4
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015140503NAL0016575139001 cover?: It is the 2023 Form 5500 filing for Smithbucklin Employee Retirement Plan, reported by Smithbucklin Corporation (EIN 41-2078828).
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).