2023 Form 5500 filing — Smith & Boucher, Inc. Employee Stock Ownership 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 20250420103408NAL0004001010001) for Smith & Boucher, Inc. Employee Stock Ownership Plan, reported by Smith & Boucher, Inc. under EIN 43-1127208 and plan number 001. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.4MReported net assets$3,438,874
Participants91
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20250420103408NAL0004001010001
Plan sponsor
Smith & Boucher, Inc.
EIN
43-1127208
Plan number
001
Location
Olathe, KS
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 I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.4M total assets
Net assets$3.4MLiabilities
Money in vs. money out
Total income / additions$352.5K
Total expenses$142.3K
Benefits paid / distributions$142.3K
Contributions
Employer$90K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,438,874
Net assets (EOY)
$3,438,874
Employer contributions
$90,000
Total income / additions
$352,549
Benefits paid
$142,250
Total expenses
$142,250
Net increase / (decrease)
$210,299

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250420103408NAL0004001010001 cover?
It is the 2023 Form 5500 filing for Smith & Boucher, Inc. Employee Stock Ownership Plan, reported by Smith & Boucher, Inc. (EIN 43-1127208).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages