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, Sbm Management Services, Lp 401(K) Savings Plan is a benefit plan reported by Sbm Management Services, Lp under EIN 26-1375586 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,414 participants and $39,933,041 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,933,041
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,933,041
- Net assets (BOY)
- $27,824,440
Income & contributions
- Employer contributions
- $3,101,599
- Participant contributions
- $6,706,910
- Total contributions
- $10,862,773
- Total income / additions
- $16,513,564
Expenses & distributions
- Benefits paid
- $4,380,974
- Administrative expenses
- $21,231
- Total expenses
- $4,404,963
- Net increase / (decrease)
- $12,108,601