2023 Form 5500 filing — Salm Partners LLC 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 20241010100052NAL0020792257001) for Salm Partners LLC 401(K) Plan, reported by Salm Partners, LLC under EIN 20-0685405 and plan number 001. It reports 823 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)$12MReported net assets$12,040,465
Participants823
Provider compensation$100.7K2 Schedule C row(s)$100,676
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010100052NAL0020792257001
- Plan sponsor
- Salm Partners, LLC
- EIN
- 20-0685405
- Plan number
- 001
- Location
- Denmark, WI
- Received date
- not reported in the loaded dataset
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)$12M total assets
Net assets$12MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,040,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,040,465
- Employer contributions
- $948,609
- Participant contributions
- $1,459,534
- Total income / additions
- $4,748,113
- Benefits paid
- $2,500,934
- Administrative expenses
- $91,949
- Total expenses
- $2,613,669
- Net increase / (decrease)
- $2,134,444
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $62,406 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $38,270 | not reported in the loaded dataset |