Smart Modular Technologies 401(K) Retirement Savings Plan — Form 5500 plan (Smart Modular Technologies, 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, Smart Modular Technologies 401(K) Retirement Savings Plan is a benefit plan reported by Smart Modular Technologies, Inc. under EIN 77-0200166 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,284 participants and $192,440,129 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smart Modular Technologies, Inc.
EIN
77-0200166
Plan number
001
Plan type
2
Location
Newark, CA
Latest filing year
2023
Participants
1,284
End-of-year plan assets
$192,440,129

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,284H, C20241001135458NAL0012607744001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$192,440,129
Total liabilities (EOY)
$0
Net assets (EOY)
$192,440,129
Net assets (BOY)
$157,239,538

Income & contributions

Employer contributions
$5,496,675
Participant contributions
$13,716,906
Total contributions
$21,259,325
Total income / additions
$51,464,352

Expenses & distributions

Benefits paid
$16,096,396
Administrative expenses
$158,808
Total expenses
$16,263,761
Net increase / (decrease)
$35,200,591

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$50,858$02023
Strategic Advisors, Inc.ADVISOR$50,156not reported in the loaded dataset2023

Related Form 5500 pages