Sills Cummis & Gross P.C. Defined Contribution Plan — Form 5500 plan (Sills Cummis & Gross P.C.)
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, Sills Cummis & Gross P.C. Defined Contribution Plan is a benefit plan reported by Sills Cummis & Gross P.C. under EIN 22-1920331 and plan number 004. The latest loaded filing year is 2023. The filing reports 210 participants and $125,172,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sills Cummis & Gross P.C.
- EIN
- 22-1920331
- Plan number
- 004
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $125,172,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20240925152522NAL0020094256001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $125,172,426
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $125,172,426
- Net assets (BOY)
- $114,667,943
Income & contributions
- Employer contributions
- $2,088,033
- Participant contributions
- $1,909,245
- Total contributions
- $4,943,551
- Total income / additions
- $26,431,291
Expenses & distributions
- Benefits paid
- $16,465,905
- Administrative expenses
- $32,563
- Total expenses
- $16,503,243
- Net increase / (decrease)
- $9,928,048
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $28,001 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$128,599 | $0 | 2023 |