Plan5500

R.A. Smith, Inc. 401(K) Plan — Form 5500 plan (R.A. Smith, 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, R.A. Smith, Inc. 401(K) Plan is a benefit plan reported by R.A. Smith, Inc. under EIN 39-1318572 and plan number 001. The latest loaded filing year is 2023. The filing reports 302 participants and $50,921,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.A. Smith, Inc.
EIN
39-1318572
Plan number
001
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
302
End-of-year plan assets
$50,921,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023302H, C20241003110416NAL0016918176001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,921,235
Total liabilities (EOY)
$0
Net assets (EOY)
$50,921,235
Net assets (BOY)
$45,469,010

Income & contributions

Employer contributions
$712,155
Participant contributions
$2,194,308
Total contributions
$3,634,298
Total income / additions
$11,764,653

Expenses & distributions

Benefits paid
$6,214,485
Administrative expenses
$97,200
Total expenses
$6,312,428
Net increase / (decrease)
$5,452,225

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncNONE$56,992not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$26,032$02023
Clifton Larson Allen Llp.NONE$14,175not reported in the loaded dataset2023

Related Form 5500 pages