Smyth Companies Savings And Profit Sharing Plan — Form 5500 plan (Smyth Companies, 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, Smyth Companies Savings And Profit Sharing Plan is a benefit plan reported by Smyth Companies, LLC under EIN 90-0743685 and plan number 001. The latest loaded filing year is 2023. The filing reports 624 participants and $47,718,229 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smyth Companies, LLC
EIN
90-0743685
Plan number
001
Plan type
2
Location
Eagan, MN
Latest filing year
2023
Participants
624
End-of-year plan assets
$47,718,229

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023624H, C20240923170303NAL0011669457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,718,229
Total liabilities (EOY)
$0
Net assets (EOY)
$47,718,229
Net assets (BOY)
$43,459,340

Income & contributions

Employer contributions
$735,727
Participant contributions
$2,587,368
Total contributions
$3,700,687
Total income / additions
$11,440,205

Expenses & distributions

Benefits paid
$7,081,360
Administrative expenses
$108,605
Total expenses
$7,181,316
Net increase / (decrease)
$4,258,889

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$63,242$02023
Onedigital Investment AdvisorsINVESTMENT ADVISORY$49,963$372023

Related Form 5500 pages