Smucker Company Savings And Retirement 401k Plan — Form 5500 plan (Smucker Company)
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, Smucker Company Savings And Retirement 401k Plan is a benefit plan reported by Smucker Company under EIN 23-2375201 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $10,232,982 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smucker Company
- EIN
- 23-2375201
- Plan number
- 001
- Plan type
- 2
- Location
- Leola, PA
- Latest filing year
- 2023
- Participants
- 166
- End-of-year plan assets
- $10,232,982
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 166 | H, C | 20241008132702NAL0033899570001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,232,982
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,232,982
- Net assets (BOY)
- $8,079,634
Income & contributions
- Employer contributions
- $479,377
- Participant contributions
- $387,461
- Total contributions
- $866,838
- Total income / additions
- $2,445,524
Expenses & distributions
- Benefits paid
- $261,337
- Administrative expenses
- $24,748
- Total expenses
- $292,176
- Net increase / (decrease)
- $2,153,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins. & Annuity Co. | SERVICE PROVIDER | $0 | $0 | 2023 |