Smithville Telephone Company, Inc. 401(K) Savings Plan — Form 5500 plan (Smithville Telephone 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, Smithville Telephone Company, Inc. 401(K) Savings Plan is a benefit plan reported by Smithville Telephone Company, Inc. under EIN 35-0666710 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $7,397,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smithville Telephone Company, Inc.
EIN
35-0666710
Plan number
002
Plan type
2
Location
Ellettsville, IN
Latest filing year
2023
Participants
220
End-of-year plan assets
$7,397,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023220H, C20241014112405NAL0027143905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,397,624
Total liabilities (EOY)
$6,163
Net assets (EOY)
$7,391,461
Net assets (BOY)
$6,129,951

Income & contributions

Employer contributions
$235,947
Participant contributions
$692,805
Total contributions
$958,264
Total income / additions
$2,196,245

Expenses & distributions

Benefits paid
$916,869
Administrative expenses
$17,866
Total expenses
$934,735
Net increase / (decrease)
$1,261,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hurlow Wealth Management GroupINVESTMENT ADVISOR$16,491not reported in the loaded dataset2023
Capital Group Retirement Plan ServiRECORDKEEPER$1,375$02023

Related Form 5500 pages