Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Scott Smith & Son, 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, Scott Smith & Son, Inc. Employees Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Scott Smith & Son, Inc. under EIN 16-1017618 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $2,463,203 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scott Smith & Son, Inc.
- EIN
- 16-1017618
- Plan number
- 001
- Plan type
- 2
- Location
- Owego, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240516073645NAL0085656514001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $2,463,203
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,463,203
- Net assets (BOY)
- $1,881,235
Income & contributions
- Employer contributions
- $83,572
- Participant contributions
- $115,938
- Total income / additions
- $606,497
Expenses & distributions
- Benefits paid
- $10,745
- Administrative expenses
- $13,784
- Total expenses
- $24,529
- Net increase / (decrease)
- $581,968
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.