Heymann, Manders, Green & Sommer, LLC — Form 5500 plan (Heymann, Manders, Green & Sommer, LLC)
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, Heymann, Manders, Green & Sommer, LLC is a benefit plan reported by Heymann, Manders, Green & Sommer, LLC under EIN 22-3702662 and plan number 001. The latest loaded filing year is 2023. The filing reports 48 participants and $7,237,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Heymann, Manders, Green & Sommer, LLC
- EIN
- 22-3702662
- Plan number
- 001
- Plan type
- 2
- Location
- Marlton, NJ
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $7,237,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20240821103715NAL0007867954001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,237,465
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,237,465
- Net assets (BOY)
- $5,774,077
Income & contributions
- Employer contributions
- $107,980
- Participant contributions
- $263,169
- Total income / additions
- $1,537,102
Expenses & distributions
- Benefits paid
- $73,356
- Administrative expenses
- $358
- Total expenses
- $73,714
- Net increase / (decrease)
- $1,463,388
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.