2023 Form 5500 filing — Smith & Loveless, Inc. Profit Sharing Plan And Trust

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 20250711110901NAL0006260993001) for Smith & Loveless, Inc. Profit Sharing Plan And Trust, reported by Smith & Loveless, Inc. under EIN 48-0924021 and plan number 003. It reports 225 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)$27.3MReported net assets$27,287,427

Participants225

Provider compensation$72.6K2 Schedule C row(s)$72,587

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250711110901NAL0006260993001
Plan sponsor: Smith & Loveless, Inc.
EIN: 48-0924021
Plan number: 003
Location: Lenexa, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$27.3M total assets

Net assets$27.3MLiabilities—

Money in vs. money out

Total income / additions$6.9M

Total expenses$2.5M

Benefits paid / distributions$2.4M

Contributions

Employer$290.8K

Participant$822.4K

Full reported line items

Total assets (EOY): $27,287,427
Net assets (EOY): $27,287,427
Employer contributions: $290,777
Participant contributions: $822,449
Total income / additions: $6,934,000
Benefits paid: $2,448,491
Administrative expenses: $22,884
Total expenses: $2,471,375
Net increase / (decrease): $4,462,625

Schedule C

Reported service provider compensation

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

1
Ameritas Investment Company LLC$72K
BROKER/ADVISO R · Indirect $72K
2
Empower Annuity Insur Co Of America$600
RECORDKEEPER · Direct $600 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250711110901NAL0006260993001 cover?: It is the 2023 Form 5500 filing for Smith & Loveless, Inc. Profit Sharing Plan And Trust, reported by Smith & Loveless, Inc. (EIN 48-0924021).
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).