Smith-Emery International, Inc. 401k Plan — Form 5500 plan (Smith-Emery International, 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-Emery International, Inc. 401k Plan is a benefit plan reported by Smith-Emery International, Inc. under EIN 95-3072721 and plan number 001. The latest loaded filing year is 2023. The filing reports 243 participants and $12,844,091 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.8MPlan net assets, end of year$12,844,091
Participants243Covered participants reported
Assets / participant$52.9KComputed: assets ÷ participants$52,856 (computed)
Provider compensation$87.1K4 Schedule C provider row(s)$87,104
- Plan sponsor
- Smith-Emery International, Inc.
- EIN
- 95-3072721
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 243 | H, C | 20241015180434NAL0017014483001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,844,091
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,844,091
- Net assets (BOY)
- $11,375,638
Income & contributions
- Participant contributions
- $549,798
- Total contributions
- $650,766
- Total income / additions
- $1,993,146
Expenses & distributions
- Benefits paid
- $472,908
- Administrative expenses
- $51,785
- Total expenses
- $524,693
- Net increase / (decrease)
- $1,468,453
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $36,626 | not reported in the loaded dataset | 2023 |
| Independent Financial Group LLC | BROKER/ADVISER | $0 | $24,354 | 2023 |
| Empower Annuity Insurance Company O | RECORD KEEPER | $16,124 | $0 | 2023 |
| Actuarial Benefits Corp. | CONTRACT ADMINISTRATOR | $0 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith-Emery International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Advisory Group, LLC — Schedule C compensation
- Independent Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation