2023 Form 5500 filing — Sills Cummis & Gross P.C. 401(K) 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 20240925152623NAL0014949073001) for Sills Cummis & Gross P.C. 401(K) Plan, reported by Sills Cummis & Gross P.C. under EIN 22-1920331 and plan number 005. It reports 216 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925152623NAL0014949073001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sills Cummis & Gross P.C.
- EIN
- 22-1920331
- Plan number
- 005
- Location
- Newark, NJ
- Participants
- 216
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,942,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,942,646
- Employer contributions
- $148,148
- Participant contributions
- $1,127,953
- Total income / additions
- $8,204,318
- Benefits paid
- $1,373,913
- Administrative expenses
- $3,920
- Total expenses
- $1,377,833
- Net increase / (decrease)
- $6,826,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$36,303 | $0 |