Smart Financial Holdings Llc 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2019. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Smart Financial Holdings Llc 401(k) Plan Facts (plan year 2019)

Plan name
SMART 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SMART FINANCIAL HOLDINGS LLC
Participants
345 (434 active employees)
Former employees with a balance
25
Plan assets
$264,593 at Dec 31, 2019
Average account balance
$903 across 293 accounts
Recordkeeper
Great-west Life & Annuity Insurance
Plan year
Aug 1, 2019 – Dec 31, 2019
Plan established
Aug 1, 2019
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Aug 1, 2019 – Dec 31, 2019), filed Oct 14, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $255,766 went into the plan in contributions.
  • $1,996 was paid out to participants.
  • Investment and other income added $13,327.
  • Administrative expenses were $2,504, about $9 per account.

Smart Financial Holdings Llc 401(k) Contact Information

Phone
407-960-4686
Mailing address
5728 MAJOR BLVD SUITE 100, ORLANDO FL 32819
Plan sponsor
SMART FINANCIAL HOLDINGS LLC
Employer identification number (EIN)
36-4862022
Plan number
001

Questions about the Smart Financial Holdings Llc 401(k)

Is the Smart Financial Holdings Llc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2019, and no later filing was found under this employer's EIN.

Does Smart Financial Holdings Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Smart Financial Holdings Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Smart Financial Holdings Llc 401(k) plan?

345 participants at the start of plan year 2019, 434 of them active employees, and 25 former employees who still had money in the plan.

What is the average 401(k) balance at Smart Financial Holdings Llc?

About $903 per account: $264,593 in plan assets across 293 accounts with a balance at the end of plan year 2019.

Who manages the Smart Financial Holdings Llc 401(k) accounts?

Empower (listed on the filing as GREAT-WEST LIFE & ANNUITY INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

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