Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust — Form 5500 plan (Smislova, Kehnemui & Associates, P.A.)
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, Smislova, Kehnemui & Associates, P.A. Profit Sharing Trust is a benefit plan reported by Smislova, Kehnemui & Associates, P.A. under EIN 52-1017799 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $23,329,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smislova, Kehnemui & Associates, P.A.
- EIN
- 52-1017799
- Plan number
- 002
- Plan type
- 2
- Location
- Potomac, MD
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $23,329,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241009145423NAL0009324883001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,329,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,329,262
- Net assets (BOY)
- $20,379,247
Income & contributions
- Employer contributions
- $669,654
- Participant contributions
- $812,657
- Total contributions
- $1,492,378
- Total income / additions
- $5,064,083
Expenses & distributions
- Benefits paid
- $2,061,409
- Administrative expenses
- $53,768
- Total expenses
- $2,114,068
- Net increase / (decrease)
- $2,950,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acec Retirement Trust | OTHER | $27,887 | not reported in the loaded dataset | 2023 |
| Dembo Jones Pc | AUDITOR | $14,400 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $8,648 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,834 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smislova, Kehnemui & Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Potomac, MD
- Acec Retirement Trust — Schedule C compensation
- Dembo Jones Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation