Sml Financial Services Pc 401k — Form 5500 plan (Sml Financial Services Pc)
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, Sml Financial Services Pc 401k is a benefit plan reported by Sml Financial Services Pc under EIN 45-3836735 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $1,275,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sml Financial Services Pc
- EIN
- 45-3836735
- Plan number
- 001
- Plan type
- 2
- Location
- West Lawn, PA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $1,275,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240325163006NAL0011021425001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,275,804
- Net assets (EOY)
- $1,275,804
- Net assets (BOY)
- $862,823
Income & contributions
- Employer contributions
- $94,493
- Participant contributions
- $63,000
- Total income / additions
- $413,689
Expenses & distributions
- Administrative expenses
- $708
- Total expenses
- $708
- Net increase / (decrease)
- $412,981
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.