Janney Montgomery Scott LLC Profit Sharing And Savings Plan — Form 5500 plan (Janney Montgomery Scott 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, Janney Montgomery Scott LLC Profit Sharing And Savings Plan is a benefit plan reported by Janney Montgomery Scott LLC under EIN 23-0731260 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,711 participants and $664,380,891 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Janney Montgomery Scott LLC
EIN
23-0731260
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
2,711
End-of-year plan assets
$664,380,891

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,711H, C20240730133722NAL0031812960001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$664,380,891
Total liabilities (EOY)
$0
Net assets (EOY)
$664,380,891
Net assets (BOY)
$551,108,754

Income & contributions

Employer contributions
$28,957,914
Participant contributions
$32,892,322
Total contributions
$65,911,330
Total income / additions
$168,308,014

Expenses & distributions

Benefits paid
$55,010,113
Administrative expenses
$734
Total expenses
$55,035,877
Net increase / (decrease)
$113,272,137

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Qdro Consultants Co LLCOTHER$1,500not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages