Plan5500

Smc Global Holdings, Inc. Retirement Income Plan B — Form 5500 plan (Smc Global Holdings, 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, Smc Global Holdings, Inc. Retirement Income Plan B is a benefit plan reported by Smc Global Holdings, Inc. under EIN 25-0929301 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $6,433,621 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.4MPlan net assets, end of year$6,433,621
Participants111Covered participants reported
Assets / participant$58KComputed: assets ÷ participants$57,961 (computed)
Provider compensation$22.9K2 Schedule C provider row(s)$22,869
Plan sponsor
Smc Global Holdings, Inc.
EIN
25-0929301
Plan number
001
Plan type
2
Location
Saint Marys, PA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    111 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$641.1K
Total expenses$634.1K
Benefits paid / distributions$565.6K
Contributions
Employer$76.9K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$6,433,621
Total liabilities (EOY)
$0
Net assets (EOY)
$6,433,621
Net assets (BOY)
$6,426,673

Income & contributions

Employer contributions
$76,873
Total contributions
$76,873
Total income / additions
$641,060

Expenses & distributions

Benefits paid
$565,643
Administrative expenses
$68,469
Total expenses
$634,112
Net increase / (decrease)
$6,948
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income88%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$17K
    CONTRACT ADMINISTRATOR · Direct $17K · Indirect $0
  2. 2
    Principal Global Investors, LLC$5.9K
    INVESTMENT ADVISORY · Direct $5.9K

Related Form 5500 pages