2023 Form 5500 filing — Smart Wires Grid, Inc. 401(K) 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 20251218145832NAL0007857328001) for Smart Wires Grid, Inc. 401(K) Plan, reported by Smart Wires Grid, Inc. under EIN 45-2167620 and plan number 001. It reports 129 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)$8.8MReported net assets$8,783,364
Participants129
Provider compensation$35.7K2 Schedule C row(s)$35,700
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251218145832NAL0007857328001
Plan sponsor
Smart Wires Grid, Inc.
EIN
45-2167620
Plan number
001
Location
Durham, NC
Received date
not reported in the loaded dataset
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)$8.8M total assets
Net assets$8.8MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$479.2K
Participant$854.5K
Full reported line items
Total assets (EOY)
$8,783,364
Total liabilities (EOY)
$0
Net assets (EOY)
$8,783,364
Employer contributions
$479,171
Participant contributions
$854,462
Total income / additions
$2,988,556
Benefits paid
$2,546,119
Administrative expenses
$35,700
Total expenses
$2,581,933
Net increase / (decrease)
$406,623

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Comperio Retirement Consulting, IncINVESTMENT ADVISOR$22,067not reported in the loaded dataset
Empower Annuity Insurance CompanyRECORDKEEPER$13,633$0

Related Form 5500 pages