2023 Form 5500 filing — Marty Sussman Organization, 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 20241015103122NAL0016150643001) for Marty Sussman Organization, Inc. 401(K) Profit Sharing Plan, reported by Sussman Kpa under EIN 20-2847656 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103122NAL0016150643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sussman Kpa
- EIN
- 20-2847656
- Plan number
- 001
- Location
- Jenkintown, PA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20
- Employer contributions
- $9,441
- Participant contributions
- $9,136
- Total income / additions
- $979,217
- Benefits paid
- $12,345,479
- Administrative expenses
- $67,099
- Total expenses
- $12,412,898
- Net increase / (decrease)
- -$11,433,681
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $31,821 | $0 |
| Gelman & Pelesh, P.C. | AUDITOR | $20,000 | not reported in the loaded dataset |
| Cornerstone | INVESTMENT ADVISOR | $10,821 | not reported in the loaded dataset |