2023 Form 5500 filing — Sme Employee 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 20241015180458NAL0015218867001) for Sme Employee Savings Plan, reported by Society Of Manufacturing Engineers under EIN 38-0298770 and plan number 002. It reports 300 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)$37MReported net assets$36,987,766
Participants300
Provider compensation$12K2 Schedule C row(s)$12,046
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015180458NAL0015218867001
Plan sponsor
Society Of Manufacturing Engineers
EIN
38-0298770
Plan number
002
Location
Southfield, MI
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)$37M total assets
Net assets$37MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$2.4M
Benefits paid / distributions$2.4M
Contributions
Employer$1.1M
Participant$1.8M
Full reported line items
Total assets (EOY)
$36,987,766
Total liabilities (EOY)
$0
Net assets (EOY)
$36,987,766
Employer contributions
$1,130,300
Participant contributions
$1,766,596
Total income / additions
$8,508,695
Benefits paid
$2,425,411
Administrative expenses
$12,046
Total expenses
$2,437,457
Net increase / (decrease)
$6,071,238
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $11.1K
  2. 2
    RECORDKEEPER · Direct $913 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015180458NAL0015218867001 cover?
It is the 2023 Form 5500 filing for Sme Employee Savings Plan, reported by Society Of Manufacturing Engineers (EIN 38-0298770).
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