Marty Sussman Organization, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Sussman Kpa)
Plain-English plan 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, Marty Sussman Organization, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Sussman Kpa under EIN 20-2847656 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $20 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sussman Kpa
- EIN
- 20-2847656
- Plan number
- 001
- Plan type
- 2
- Location
- Jenkintown, PA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $20
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241015103122NAL0016150643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20
- Net assets (BOY)
- $11,433,701
Income & contributions
- Employer contributions
- $9,441
- Participant contributions
- $9,136
- Total contributions
- $18,577
- Total income / additions
- $979,217
Expenses & distributions
- Benefits paid
- $12,345,479
- Administrative expenses
- $67,099
- Total expenses
- $12,412,898
- Net increase / (decrease)
- -$11,433,681
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $31,821 | $0 | 2023 |
| Gelman & Pelesh, P.C. | AUDITOR | $20,000 | not reported in the loaded dataset | 2023 |
| Cornerstone | INVESTMENT ADVISOR | $10,821 | not reported in the loaded dataset | 2023 |