Smitty'S Supply, Inc. 401(K) Plan — Form 5500 plan (Smittys Supply, Inc.)
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, Smitty'S Supply, Inc. 401(K) Plan is a benefit plan reported by Smittys Supply, Inc. under EIN 72-1000182 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $12,809,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smittys Supply, Inc.
- EIN
- 72-1000182
- Plan number
- 001
- Plan type
- 3
- Location
- Roseland, LA
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $12,809,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241015174949NAL0030540161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,809,491
- Total liabilities (EOY)
- $4,394
- Net assets (EOY)
- $12,805,097
- Net assets (BOY)
- $10,700,427
Income & contributions
- Employer contributions
- $588,422
- Participant contributions
- $982,737
- Total contributions
- $1,614,935
- Total income / additions
- $3,407,060
Expenses & distributions
- Benefits paid
- $1,137,141
- Administrative expenses
- $87,842
- Total expenses
- $1,302,390
- Net increase / (decrease)
- $2,104,670
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions, | RECORDKEEPER | $66,167 | $0 | 2023 |
| Mml Investors Services, LLC | BROKER | $0 | $37,898 | 2023 |
| The Haslauer Group, Inc. | TPA | $16,050 | $104 | 2023 |
| Leafhouse Financial Advisors | INVESTMENT ADVISORY-PLAN | $5,622 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smittys Supply, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Roseland, LA
- Transamerica Retirement Solutions, — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- The Haslauer Group, Inc. — Schedule C compensation
- Leafhouse Financial Advisors — Schedule C compensation