Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees — Form 5500 plan (Greenbaum, Rowe, Smith & Davis Llp)

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, Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees is a benefit plan reported by Greenbaum, Rowe, Smith & Davis Llp under EIN 22-1544785 and plan number 003. The latest loaded filing year is 2023. The filing reports 156 participants and $35,949,750 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greenbaum, Rowe, Smith & Davis Llp
EIN
22-1544785
Plan number
003
Plan type
2
Location
Iselin, NJ
Latest filing year
2023
Participants
156
End-of-year plan assets
$35,949,750

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241011101841NAL0043304866001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,949,750
Net assets (EOY)
$35,949,750
Net assets (BOY)
$31,834,361

Income & contributions

Participant contributions
$1,429,708
Total contributions
$1,429,708
Total income / additions
$7,082,636

Expenses & distributions

Benefits paid
$2,812,185
Administrative expenses
$43,801
Total expenses
$2,855,986
Net increase / (decrease)
$4,226,650

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services, InNONE$43,801not reported in the loaded dataset2023

Related Form 5500 pages