Smart National Supplemental Savings Plan — Form 5500 plan (Bd Ttees Smart National Supplemental Savings Plan)
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, Smart National Supplemental Savings Plan is a benefit plan reported by Bd Ttees Smart National Supplemental Savings Plan under EIN 31-1674110 and plan number 007. The latest loaded filing year is 2023. The filing reports 9,909 participants and $139,722,532 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bd Ttees Smart National Supplemental Savings Plan
- EIN
- 31-1674110
- Plan number
- 007
- Plan type
- 1
- Location
- Falls Church, VA
- Latest filing year
- 2023
- Participants
- 9,909
- End-of-year plan assets
- $139,722,532
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,909 | H, C | 20241010135355NAL0020207201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $139,722,532
- Total liabilities (EOY)
- $275,704
- Net assets (EOY)
- $139,446,828
- Net assets (BOY)
- $118,268,653
Income & contributions
- Employer contributions
- $7,685,855
- Participant contributions
- $6,179,825
- Total contributions
- $14,118,032
- Total income / additions
- $29,514,107
Expenses & distributions
- Benefits paid
- $7,428,329
- Administrative expenses
- $907,603
- Total expenses
- $8,335,932
- Net increase / (decrease)
- $21,178,175
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement | NONE | $393,070 | $0 | 2023 |
| Sheet Metal Workers National Pensio | AFFILIATE | $310,297 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy | NONE | $75,885 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $32,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bd Ttees Smart National Supplemental Savings Plan
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Falls Church, VA
- John Hancock Retirement — Schedule C compensation
- Sheet Metal Workers National Pensio — Schedule C compensation
- Mooney, Green, Saindon, Murphy — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation