Keith Smith Company, Inc Employee Psp — Form 5500 plan (Keith Smith Company, 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, Keith Smith Company, Inc Employee Psp is a benefit plan reported by Keith Smith Company, Inc under EIN 27-1578424 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $12,591,642 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Keith Smith Company, Inc
EIN
27-1578424
Plan number
001
Plan type
2
Location
Hot Springs, AR
Latest filing year
2023
Participants
137
End-of-year plan assets
$12,591,642

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241015133623NAL0029808481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,591,642
Total liabilities (EOY)
$0
Net assets (EOY)
$12,591,642
Net assets (BOY)
$10,798,079

Income & contributions

Employer contributions
$487,280
Participant contributions
$334,633
Total contributions
$821,913
Total income / additions
$2,569,135

Expenses & distributions

Benefits paid
$703,113
Administrative expenses
$72,459
Total expenses
$775,572
Net increase / (decrease)
$1,793,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankNONE$56,530not reported in the loaded dataset2023
Ascensus LLCNONE$15,929$412023

Related Form 5500 pages