Novvia Group 401(K) Profit Sharing Plan — Form 5500 plan (C.L. Smith Company)
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, Novvia Group 401(K) Profit Sharing Plan is a benefit plan reported by C.L. Smith Company under EIN 43-1051754 and plan number 001. The latest loaded filing year is 2023. The filing reports 220 participants and $19,580,812 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.L. Smith Company
- EIN
- 43-1051754
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $19,580,812
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241015151735NAL0028903521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,580,812
- Total liabilities (EOY)
- $3,112
- Net assets (EOY)
- $19,577,700
- Net assets (BOY)
- $11,643,797
Income & contributions
- Employer contributions
- $675,956
- Participant contributions
- $1,375,334
- Total contributions
- $2,192,283
- Total income / additions
- $4,348,816
Expenses & distributions
- Benefits paid
- $555,598
- Administrative expenses
- $58,099
- Total expenses
- $613,697
- Net increase / (decrease)
- $3,735,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Moneta Group | NONE | $34,928 | $0 | 2023 |
| Alerus Financial, N.A. | NONE | $23,326 | $0 | 2023 |