Who sponsors the Smx 401(K) Plan?

Smx 401(K) Plan is reported as sponsored by Smartronix, LLC (EIN 52-1922012, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Smx 401(K) Plan?

The latest Form 5500 filing year loaded for Smx 401(K) Plan is 2023.

How many participants does Smx 401(K) Plan report?

Smx 401(K) Plan reports 2,014 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Smx 401(K) Plan?

Smx 401(K) Plan reports $130,585,494 in end-of-year plan assets in its latest loaded Form 5500 filing.

Smx 401(K) Plan — Form 5500 plan (Smartronix, LLC)

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, Smx 401(K) Plan is a benefit plan reported by Smartronix, LLC under EIN 52-1922012 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,014 participants and $130,585,494 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$130.6MPlan net assets, end of year$130,585,494

Participants2KCovered participants reported2,014

Assets / participant$64.8KComputed: assets ÷ participants$64,839 (computed)

Provider compensation$236.1K3 Schedule C provider row(s)$236,125

Plan sponsor: Smartronix, LLC
EIN: 52-1922012
Plan number: 001
Plan type: 2
Location: Hollywood, MD
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	2,014	H, C	20250501151919NAL0004826672001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$130.6M total assets

Net assets$130.6MLiabilities$0

Money in vs. money out

Total income / additions$39.5M

Total expenses$15.7M

Benefits paid / distributions$15.2M

Contributions

Employer$6.4M

Participant$11.9M

Full reported line items

Net assets

Total assets (EOY): $130,585,494
Total liabilities (EOY): $0
Net assets (EOY): $130,585,494
Net assets (BOY): $106,738,445

Income & contributions

Employer contributions: $6,429,609
Participant contributions: $11,921,697
Total contributions: $20,674,278
Total income / additions: $39,514,005

Expenses & distributions

Benefits paid: $15,242,323
Administrative expenses: $338,345
Total expenses: $15,666,956
Net increase / (decrease): $23,847,049

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Transamerica Financial Life Ins Co.	RECORDKEEPER	$132,605	$0	2023
Merrill Lynch Life Agency, Inc.	INVESTMENT ADVISORY	$102,220	not reported in the loaded dataset	2023
Newport Group, Inc.	RECORDKEEPER	$1,300	$0	2023