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, Smallwood Management Co LLC 401(K) Plan is a benefit plan reported by Smallwood Management Company, LLC under EIN 46-1415403 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $2,660,364 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,660,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,660,364
- Net assets (BOY)
- $1,564,138
Income & contributions
- Employer contributions
- $445,323
- Participant contributions
- $516,071
- Total contributions
- $986,768
- Total income / additions
- $1,383,933
Expenses & distributions
- Benefits paid
- $281,008
- Administrative expenses
- $6,699
- Total expenses
- $287,707
- Net increase / (decrease)
- $1,096,226