Sml (Usa) Inc. 401(K) Plan — Form 5500 plan (Sml (Usa), 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, Sml (Usa) Inc. 401(K) Plan is a benefit plan reported by Sml (Usa), Inc. under EIN 22-2950838 and plan number 001. The latest loaded filing year is 2023. The filing reports 169 participants and $12,460,472 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sml (Usa), Inc.
EIN
22-2950838
Plan number
001
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
169
End-of-year plan assets
$12,460,472

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023169H, C20241128084249NAL0014943456001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,460,472
Total liabilities (EOY)
$24,413
Net assets (EOY)
$12,436,059
Net assets (BOY)
$9,899,448

Income & contributions

Employer contributions
$242,129
Participant contributions
$825,861
Total contributions
$1,495,183
Total income / additions
$3,382,190

Expenses & distributions

Benefits paid
$716,508
Administrative expenses
$66,454
Total expenses
$845,579
Net increase / (decrease)
$2,536,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bleakley Financial Group LLCADVISOR$31,297not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$29,064$02023
Strategic Advisors, Inc.ADVISOR$6,093not reported in the loaded dataset2023

Related Form 5500 pages