Plan5500

Smh Operations, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Smh Operations, 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, Smh Operations, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Smh Operations, LLC under EIN 82-4217476 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $981,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smh Operations, LLC
EIN
82-4217476
Plan number
001
Plan type
2
Location
Glen Rock, NJ
Latest filing year
2023
Participants
256
End-of-year plan assets
$981,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023256H, C20240814094005NAL0020060560001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$981,791
Total liabilities (EOY)
$0
Net assets (EOY)
$981,791
Net assets (BOY)
$624,443

Income & contributions

Employer contributions
$0
Participant contributions
$287,809
Total contributions
$306,526
Total income / additions
$463,901

Expenses & distributions

Benefits paid
$97,241
Administrative expenses
$8,905
Total expenses
$106,553
Net increase / (decrease)
$357,348

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wells Fargo Advisors Fin Network LlINVESTMENT ADVISOR$3,649$02023
Empower Annuity Ins Co Of AmericaRECORDKEEPER$3,575$02023
Intac Actuarial Services IncCONTRACT ADMIN$1,688$02023
Leafhouse Financial Advisors, LLCOTHER$388$02023

Related Form 5500 pages