Herman Smith & Co Ltd 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Herman Smith & Co Ltd)
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, Herman Smith & Co Ltd 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Herman Smith & Co Ltd under EIN 75-2560868 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $469,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herman Smith & Co Ltd
- EIN
- 75-2560868
- Plan number
- 001
- Plan type
- 2
- Location
- Colleyville, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $469,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240612141006NAL0029406129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $469,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $469,299
- Net assets (BOY)
- $454,873
Income & contributions
- Employer contributions
- $6,227
- Participant contributions
- $22,853
- Total income / additions
- $46,180
Expenses & distributions
- Benefits paid
- $31,634
- Administrative expenses
- $120
- Total expenses
- $31,754
- Net increase / (decrease)
- $14,426
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.