Plan5500

Bob Smith Bmw/Mini 401(K) Plan — Form 5500 plan (Robert A. Smith, 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, Bob Smith Bmw/Mini 401(K) Plan is a benefit plan reported by Robert A. Smith, Inc. under EIN 95-1904354 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $12,167,490 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Robert A. Smith, Inc.
EIN
95-1904354
Plan number
001
Plan type
2
Location
Calabasas, CA
Latest filing year
2023
Participants
154
End-of-year plan assets
$12,167,490

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240904134338NAL0020268609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,167,490
Total liabilities (EOY)
$0
Net assets (EOY)
$12,167,490
Net assets (BOY)
$10,344,624

Income & contributions

Employer contributions
$115,998
Participant contributions
$605,534
Total contributions
$842,903
Total income / additions
$2,591,786

Expenses & distributions

Benefits paid
$725,279
Administrative expenses
$34,357
Total expenses
$768,920
Net increase / (decrease)
$1,822,866

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$32,644not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,713$02023

Related Form 5500 pages