Smith & Wesson Brands, Inc. Profit Sharing And Investment Plan — Form 5500 plan (Smith & Wesson Brands, 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, Smith & Wesson Brands, Inc. Profit Sharing And Investment Plan is a benefit plan reported by Smith & Wesson Brands, Inc. under EIN 87-0543688 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,529 participants and $259,623,952 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith & Wesson Brands, Inc.
- EIN
- 87-0543688
- Plan number
- 002
- Plan type
- 2
- Location
- Maryville, TN
- Latest filing year
- 2023
- Participants
- 2,529
- End-of-year plan assets
- $259,623,952
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,529 | H, C | 20250203131629NAL0003632915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $259,623,952
- Net assets (EOY)
- $259,623,952
- Net assets (BOY)
- $238,516,657
Income & contributions
- Employer contributions
- $11,715,599
- Participant contributions
- $7,337,357
- Total contributions
- $20,165,178
- Total income / additions
- $49,022,646
Expenses & distributions
- Benefits paid
- $27,487,251
- Administrative expenses
- $326,705
- Total expenses
- $27,915,351
- Net increase / (decrease)
- $21,107,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $220,705 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISORY | $87,500 | not reported in the loaded dataset | 2023 |
| Meyers Brothers Kalicka, Pc | AUDITOR | $18,500 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith & Wesson Brands, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Maryville, TN
- Transamerica Retirement Solutions — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Meyers Brothers Kalicka, Pc — Schedule C compensation
- National Financial Services — Schedule C compensation