Smith Turf & Irrigation, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Smith Turf & Irrigation, 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, Smith Turf & Irrigation, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Smith Turf & Irrigation, LLC under EIN 56-1427762 and plan number 001. The latest loaded filing year is 2023. The filing reports 301 participants and $16,758,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith Turf & Irrigation, LLC
- EIN
- 56-1427762
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 301
- End-of-year plan assets
- $16,758,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 301 | H, C | 20240815102550NAL0012901713001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,758,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,758,020
- Net assets (BOY)
- $13,799,657
Income & contributions
- Employer contributions
- $386,464
- Participant contributions
- $1,116,292
- Total contributions
- $1,663,766
- Total income / additions
- $3,717,029
Expenses & distributions
- Benefits paid
- $656,313
- Administrative expenses
- $102,353
- Total expenses
- $758,666
- Net increase / (decrease)
- $2,958,363
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $67,620 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $34,733 | $4,419 | 2023 |
| Cliftonlarsonallen | ACCOUNTANT | $15,178 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith Turf & Irrigation, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Principal Life Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Cliftonlarsonallen — Schedule C compensation