2023 Form 5500 filing — Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees
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 20241011101841NAL0043304866001) for Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees, reported by Greenbaum, Rowe, Smith & Davis Llp under EIN 22-1544785 and plan number 003. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011101841NAL0043304866001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greenbaum, Rowe, Smith & Davis Llp
- EIN
- 22-1544785
- Plan number
- 003
- Location
- Iselin, NJ
- Participants
- 156
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,949,750
- Net assets (EOY)
- $35,949,750
- Participant contributions
- $1,429,708
- Total income / additions
- $7,082,636
- Benefits paid
- $2,812,185
- Administrative expenses
- $43,801
- Total expenses
- $2,855,986
- Net increase / (decrease)
- $4,226,650
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services, In | NONE | $43,801 | not reported in the loaded dataset |