Smith Duggan Buell & Rufo Llp 401(K) Profit Sharing Plan — Form 5500 plan (Smith Duggan Buell & Rufo Llp)
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, Smith Duggan Buell & Rufo Llp 401(K) Profit Sharing Plan is a benefit plan reported by Smith Duggan Buell & Rufo Llp under EIN 04-3067315 and plan number 001. The latest loaded filing year is 2023. The filing reports 45 participants and $12,455,538 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Duggan Buell & Rufo Llp
- EIN
- 04-3067315
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, MA
- Latest filing year
- 2023
- Participants
- 45
- End-of-year plan assets
- $12,455,538
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 45 | I | 20240927142947NAL0002398833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,455,538
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,455,538
- Net assets (BOY)
- $10,168,118
Income & contributions
- Employer contributions
- $281,424
- Participant contributions
- $230,011
- Total income / additions
- $2,384,058
Expenses & distributions
- Benefits paid
- $73,631
- Administrative expenses
- $23,007
- Total expenses
- $96,638
- Net increase / (decrease)
- $2,287,420
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.