2023 Form 5500 filing — Smart & Final 401(K) Savings 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 20241015155710NAL0058577698002) for Smart & Final 401(K) Savings Plan, reported by Smart & Final LLC under EIN 95-4079584 and plan number 001. It reports 15,762 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155710NAL0058577698002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smart & Final LLC
- EIN
- 95-4079584
- Plan number
- 001
- Location
- City Of Commerce, CA
- Participants
- 15,762
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $344,375,347
- Net assets (EOY)
- $344,375,347
- Employer contributions
- $9,402,414
- Participant contributions
- $28,458,311
- Total income / additions
- $85,129,086
- Benefits paid
- $30,016,609
- Administrative expenses
- $861,265
- Total expenses
- $30,877,874
- Net increase / (decrease)
- $54,251,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $737,978 | $0 |
| Benefit Financial Services Group | CONSULTANT | $89,539 | not reported in the loaded dataset |
| Moss Adams Llp | AUDITOR | $33,748 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |