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, Joseph Smith & Sons, Inc. 401(K) Ps Plan is a benefit plan reported by Smith Industries, Inc. under EIN 52-1434535 and plan number 001. The latest loaded filing year is 2023. The filing reports 530 participants and $5,267,312 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,267,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,267,312
- Net assets (BOY)
- $4,151,825
Income & contributions
- Employer contributions
- $134,774
- Participant contributions
- $452,989
- Total contributions
- $587,763
- Total income / additions
- $1,351,141
Expenses & distributions
- Benefits paid
- $210,832
- Administrative expenses
- $12,951
- Total expenses
- $235,654
- Net increase / (decrease)
- $1,115,487