Plan5500

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan — Form 5500 plan (Smith, Anderson, Et Al L.L.P.)

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, Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan is a benefit plan reported by Smith, Anderson, Et Al L.L.P. under EIN 56-0402850 and plan number 002. The latest loaded filing year is 2023. The filing reports 334 participants and $178,845,518 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$178.8MPlan net assets, end of year$178,845,518
Participants334Covered participants reported
Assets / participant$535.5KComputed: assets ÷ participants$535,466 (computed)
Provider compensation$11K1 Schedule C provider row(s)$10,982
Plan sponsor
Smith, Anderson, Et Al L.L.P.
EIN
56-0402850
Plan number
002
Plan type
2
Location
Raleigh, NC
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    334 participants · 2Sch HSch C
    View filing →
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)$178.8M total assets
Net assets$178.8MLiabilities$0
Money in vs. money out
Total income / additions$38M
Total expenses$17M
Benefits paid / distributions$17M
Contributions
Employer$4.5M
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$178,845,518
Total liabilities (EOY)
$0
Net assets (EOY)
$178,845,518
Net assets (BOY)
$157,863,188

Income & contributions

Employer contributions
$4,503,118
Participant contributions
$3,552,881
Total contributions
$8,488,887
Total income / additions
$38,023,376

Expenses & distributions

Benefits paid
$17,030,064
Administrative expenses
$10,982
Total expenses
$17,041,046
Net increase / (decrease)
$20,982,330
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$11K
    RECORDKEEPER · Direct $11K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan?
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan is reported as sponsored by Smith, Anderson, Et Al L.L.P. (EIN 56-0402850, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan is 2023.
How many participants does Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan report?
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan reports 334 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan?
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(K) Profit Sharing Plan reports $178,845,518 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages