Smile Business Products, Inc. 401(K) Plan — Form 5500 plan (Smile Business Products, 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, Smile Business Products, Inc. 401(K) Plan is a benefit plan reported by Smile Business Products, Inc. under EIN 91-1807857 and plan number 002. The latest loaded filing year is 2023. The filing reports 119 participants and $8,524,853 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smile Business Products, Inc.
EIN
91-1807857
Plan number
002
Plan type
2
Location
Sacramento, CA
Latest filing year
2023
Participants
119
End-of-year plan assets
$8,524,853

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241007144609NAL0016264673001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,524,853
Total liabilities (EOY)
$0
Net assets (EOY)
$8,524,853
Net assets (BOY)
$7,694,295

Income & contributions

Employer contributions
$62,339
Participant contributions
$352,200
Total contributions
$417,337
Total income / additions
$1,894,029

Expenses & distributions

Benefits paid
$1,054,838
Administrative expenses
$8,633
Total expenses
$1,063,471
Net increase / (decrease)
$830,558

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoRECORDKEEPER$8,297$25,9002023
Northwestern Mutual WmADVISOR$0$15,3772023

Related Form 5500 pages