Smith & Loveless, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Smith & Loveless, INC.
  • Sponsor EIN: 480924021
  • Sponsor Address: 14040 SANTA FE TRAIL DRIVE, LENEXA, KS, 66215
  • Plan Type: 401(k)
  • Plan Number: 003
  • Total Participants: 186
  • Total Assets: $27.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023186$27.3M$290,777$822,449
2022148$22.8M$190,874$729,985

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