2023 Form 5500 filing — Ssm Group, Inc. 401(K) Profit Sharing 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 20240930103346NAL0002557123001) for Ssm Group, Inc. 401(K) Profit Sharing Plan, reported by Ssm Group, Inc. under EIN 23-2592301 and plan number 001. It reports 114 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.8MReported net assets$12,790,716
Participants114
Provider compensation$48.2K3 Schedule C row(s)$48,237
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930103346NAL0002557123001
Plan sponsor
Ssm Group, Inc.
EIN
23-2592301
Plan number
001
Location
Reading, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$384K
Benefits paid / distributions$333K
Contributions
Employer$151.9K
Participant$600.8K
Full reported line items
Total assets (EOY)
$12,790,716
Total liabilities (EOY)
$0
Net assets (EOY)
$12,790,716
Employer contributions
$151,934
Participant contributions
$600,796
Total income / additions
$3,014,278
Benefits paid
$332,953
Administrative expenses
$48,237
Total expenses
$383,951
Net increase / (decrease)
$2,630,327
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $39.4K
  2. 2
    RECORDKEEPER · Direct $8.7K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $111

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930103346NAL0002557123001 cover?
It is the 2023 Form 5500 filing for Ssm Group, Inc. 401(K) Profit Sharing Plan, reported by Ssm Group, Inc. (EIN 23-2592301).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages