Smartlink, LLC 401(K) Plan — Form 5500 plan (Smartlink, 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, Smartlink, LLC 401(K) Plan is a benefit plan reported by Smartlink, LLC under EIN 52-2276831 and plan number 101. The latest loaded filing year is 2023. The filing reports 705 participants and $27,100,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smartlink, LLC
EIN
52-2276831
Plan number
101
Plan type
2
Location
Annapolis, MD
Latest filing year
2023
Participants
705
End-of-year plan assets
$27,100,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023705H, C20241011080851NAL0021501745001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,100,057
Total liabilities (EOY)
$0
Net assets (EOY)
$27,100,057
Net assets (BOY)
$21,419,489

Income & contributions

Employer contributions
$1,043,696
Participant contributions
$2,898,152
Total contributions
$4,254,379
Total income / additions
$8,258,955

Expenses & distributions

Benefits paid
$2,569,018
Administrative expenses
$9,369
Total expenses
$2,578,387
Net increase / (decrease)
$5,680,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Triad Advisors LLCADVISOR$0$54,7352023
Fidelity Investments InstitutionalRECORDKEEPER$9,419$02023

Related Form 5500 pages