Smart Wires Grid, Inc. 401(K) Plan — Form 5500 plan (Smart Wires Grid, 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, Smart Wires Grid, Inc. 401(K) Plan is a benefit plan reported by Smart Wires Grid, Inc. under EIN 45-2167620 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $8,783,364 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smart Wires Grid, Inc.
EIN
45-2167620
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
129
End-of-year plan assets
$8,783,364

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20251218145832NAL0007857328001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,783,364
Total liabilities (EOY)
$0
Net assets (EOY)
$8,783,364
Net assets (BOY)
$8,376,741

Income & contributions

Employer contributions
$479,171
Participant contributions
$854,462
Total contributions
$1,368,149
Total income / additions
$2,988,556

Expenses & distributions

Benefits paid
$2,546,119
Administrative expenses
$35,700
Total expenses
$2,581,933
Net increase / (decrease)
$406,623

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Comperio Retirement Consulting, IncINVESTMENT ADVISOR$22,067not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$13,633$02023

Related Form 5500 pages