Smrt, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Smrt, Inc.)

Plain-English plan 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, Smrt, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Smrt, Inc. under EIN 01-0384169 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $27,055,671 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smrt, Inc.
EIN
01-0384169
Plan number
001
Plan type
2
Location
Portland, ME
Latest filing year
2023
Participants
173
End-of-year plan assets
$27,055,671

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241010160401NAL0034696704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,055,671
Net assets (EOY)
$27,055,671
Net assets (BOY)
$22,163,144

Income & contributions

Employer contributions
$622,472
Participant contributions
$1,632,636
Total contributions
$2,613,658
Total income / additions
$6,532,082

Expenses & distributions

Benefits paid
$1,633,897
Administrative expenses
$5,658
Total expenses
$1,639,555
Net increase / (decrease)
$4,892,527

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valmark Advisers IncADVISOR$29,333$02023
Downeast Pension Services IncTPA$6,082$02023
Fidelity Investments InstitutionalRECORDKEEPER-$29,757$02023

Related Form 5500 pages