2023 Form 5500 filing — The Smart Companies. LLC 401(K) Ps 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 20250320083259NAL0006550993001) for The Smart Companies. LLC 401(K) Ps Plan, reported by The Smart Companies. LLC under EIN 22-3928762 and plan number 001. It reports 434 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)$11.1MReported net assets$11,137,330

Participants434

Provider compensation$77.8K2 Schedule C row(s)$77,838

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250320083259NAL0006550993001
Plan sponsor: The Smart Companies. LLC
EIN: 22-3928762
Plan number: 001
Location: Fort Myers, FL
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)$11.1M total assets

Net assets$11.1MLiabilities$0

Money in vs. money out

Total income / additions$4.6M

Total expenses$1.3M

Benefits paid / distributions$1.2M

Contributions

Employer$1.2M

Participant$1.8M

Full reported line items

Total assets (EOY): $11,137,330
Total liabilities (EOY): $0
Net assets (EOY): $11,137,330
Employer contributions: $1,151,571
Participant contributions: $1,800,019
Total income / additions: $4,642,278
Benefits paid: $1,200,447
Administrative expenses: $77,838
Total expenses: $1,278,285
Net increase / (decrease): $3,363,993

Schedule C

Reported service provider compensation

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

1
The Vanguard Group, Inc.$46.8K
NONE · Direct $46.8K · Indirect $0
2
Global Retirement Partners$31K
NONE · Direct $31K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250320083259NAL0006550993001 cover?: It is the 2023 Form 5500 filing for The Smart Companies. LLC 401(K) Ps Plan, reported by The Smart Companies. LLC (EIN 22-3928762).
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).