Salm Partners, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Salm Partners, LLC (EIN 20-0685405) is a plan sponsor located in Denmark, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0685405
Location
Denmark, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,040,465
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$12,040,465

Contributions & income

Employer contributions
$948,609
Participant contributions
$1,459,534
Total income / additions
$4,748,113

Expenses & distributions

Benefits paid / distributions
$2,500,934
Total expenses
$2,613,669
Net increase / (decrease)
$2,134,444

Coverage

Total reported participants
1,388
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Salm Partners, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Salm Partners LLC 401(K) Plan001823$12,040,4652023
Salm Partners, LLC Wrap Plan505565not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Salm Partners, LLC
YearPlanParticipantsSchedulesFiling
2023Salm Partners, LLC Wrap Plan56520240701183316NAL0003110243001
2023Salm Partners LLC 401(K) Plan823H, C20241010100052NAL0020792257001

Related Form 5500 pages