Smith, Sawyer, And Smith 401(K) Profit Sharing Retirement Plan — Form 5500 plan (The Smith Sawyer Smith Agency, 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, Sawyer, And Smith 401(K) Profit Sharing Retirement Plan is a benefit plan reported by The Smith Sawyer Smith Agency, LLC under EIN 82-2689207 and plan number 002. The latest loaded filing year is 2023. The filing reports 26 participants and $4,237,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Smith Sawyer Smith Agency, LLC
- EIN
- 82-2689207
- Plan number
- 002
- Plan type
- 2
- Location
- Rochester, IN
- Latest filing year
- 2023
- Participants
- 26
- End-of-year plan assets
- $4,237,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 26 | I | 20240715125610NAL0002444816001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,237,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,237,793
- Net assets (BOY)
- $3,637,425
Income & contributions
- Employer contributions
- $65,815
- Participant contributions
- $50,656
- Total income / additions
- $616,772
Expenses & distributions
- Benefits paid
- $16,066
- Administrative expenses
- $338
- Total expenses
- $16,404
- Net increase / (decrease)
- $600,368
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.