Plan Ledger DOL Form 5500 · updated monthly

Smith House Operating, LLC dba the Villa at Stamford401(k)

VILLA AT STAMFORD 401(K) PLAN · STAMFORD, CT · plan year 2022

Employer contribution per participant · 2022
$1,325

Smith House Operating, LLC dba the Villa at Stamford's 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $684,974 across 69 participant accounts, with employer contributions averaging $1,325 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (1,069th of 1,106), and 11,178th of 11,911 in health care & social assistance. In 2022, the employer put in $1.55 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$684,974
Participants with balances69
Active participants91
Employer contributions$120,590
Employee contributions$77,723
Employer contribution per active participant$1,325
Average account balance$9,927
Benefits paid to participants$71,234
Plan auditUnmodified (clean) audit opinion
AuditorHMM CPAS LLP
The Smith House Operating, LLC dba the Villa at Stamford 401(k) match · 2022
Employer contribution per active participant$1,325
Median for plans this size$331

Smith House Operating, LLC dba the Villa at Stamford's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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Source: U.S. Department of Labor, Form 5500 series, EIN 475630671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.