Smb Retirement Plan — Form 5500 plan (Smb, Incorporated)
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, Smb Retirement Plan is a benefit plan reported by Smb, Incorporated under EIN 85-0972631 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $350,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smb, Incorporated
- EIN
- 85-0972631
- Plan number
- 001
- Plan type
- 2
- Location
- Thornton, CO
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $350,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240604114854NAL0033547728001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $350,962
- Net assets (EOY)
- $350,962
- Net assets (BOY)
- $355,780
Income & contributions
- Total income / additions
- -$4,818
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- -$4,818
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.