2023 Form 5500 filing — Janney Montgomery Scott LLC Profit Sharing And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730133722NAL0031812960001) for Janney Montgomery Scott LLC Profit Sharing And Savings Plan, reported by Janney Montgomery Scott LLC under EIN 23-0731260 and plan number 001. It reports 2,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730133722NAL0031812960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Janney Montgomery Scott LLC
- EIN
- 23-0731260
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 2,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $664,380,891
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $664,380,891
- Employer contributions
- $28,957,914
- Participant contributions
- $32,892,322
- Total income / additions
- $168,308,014
- Benefits paid
- $55,010,113
- Administrative expenses
- $734
- Total expenses
- $55,035,877
- Net increase / (decrease)
- $113,272,137
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qdro Consultants Co LLC | OTHER | $1,500 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |