2023 Form 5500 filing — Small Mine Development, LLC 401(K) Retirement 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 20241203133521NAL0001528131001) for Small Mine Development, LLC 401(K) Retirement Savings Plan, reported by Small Mine Development, LLC under EIN 94-2866465 and plan number 001. It reports 785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241203133521NAL0001528131001
Filing year
2023
Form type
2
Plan sponsor
Small Mine Development, LLC
EIN
94-2866465
Plan number
001
Location
Boise, ID
Participants
785
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,159,634
Total liabilities (EOY)
$0
Net assets (EOY)
$44,159,634
Employer contributions
$668,964
Participant contributions
$4,225,417
Total income / additions
$11,996,255
Benefits paid
$8,393,299
Administrative expenses
$154,307
Total expenses
$8,547,606
Net increase / (decrease)
$3,448,649
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$153,307$0
Lpl Holdings, Inc.CONSULTANT$0$30,000
Holland & HartLEGAL$0$12,446
Eide BaillyACCOUNTANT$0$12,000

Related Form 5500 pages