2023 Form 5500 filing — Semler Brossy Consulting Group, LLC 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 20241008174436NAL0009947763001) for Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan, reported by Semler Brossy Consulting Group, LLC under EIN 95-4885750 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008174436NAL0009947763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Semler Brossy Consulting Group, LLC
- EIN
- 95-4885750
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,742,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,742,323
- Employer contributions
- $1,110,386
- Participant contributions
- $1,439,937
- Total income / additions
- $6,070,645
- Benefits paid
- $3,146,305
- Administrative expenses
- $2,526
- Total expenses
- $3,148,831
- Net increase / (decrease)
- $2,921,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Insurance Company | SFG | $42,445 | $0 |
| Burnham Gibson Wealth Advisors LLC | TRUST PARTNER | $26,205 | $0 |
| Hicks Pension Services | TPA ALLOWANCE PROGRAM | $8,382 | not reported in the loaded dataset |
| Schwab | not reported in the loaded dataset | $0 | $2,494 |