Smilebuilderz, LLC 401(K) Plan — Form 5500 plan (Smilebuilderz, LLC)

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, Smilebuilderz, LLC 401(K) Plan is a benefit plan reported by Smilebuilderz, LLC under EIN 20-3167069 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $3,253,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smilebuilderz, LLC
EIN
20-3167069
Plan number
001
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
233
End-of-year plan assets
$3,253,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023233H, C20241011105456NAL0021711585001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,253,841
Total liabilities (EOY)
$0
Net assets (EOY)
$3,253,841
Net assets (BOY)
$2,549,591

Income & contributions

Participant contributions
$526,094
Total contributions
$537,446
Total income / additions
$1,062,259

Expenses & distributions

Benefits paid
$327,034
Administrative expenses
$30,880
Total expenses
$358,009
Net increase / (decrease)
$704,250

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$589$02023

Related Form 5500 pages