Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Semanoff Ormsby Greenberg & Torchia, 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, Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Semanoff Ormsby Greenberg & Torchia, LLC under EIN 23-3035156 and plan number 002. The latest loaded filing year is 2023. The filing reports 61 participants and $16,888,519 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Semanoff Ormsby Greenberg & Torchia, LLC
- EIN
- 23-3035156
- Plan number
- 002
- Plan type
- 2
- Location
- Huntingdon Valley, PA
- Latest filing year
- 2023
- Participants
- 61
- End-of-year plan assets
- $16,888,519
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 61 | I | 20240812142803NAL0009434193001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $16,888,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,888,519
- Net assets (BOY)
- $13,781,748
Income & contributions
- Employer contributions
- $211,910
- Participant contributions
- $674,222
- Total income / additions
- $4,389,591
Expenses & distributions
- Benefits paid
- $1,256,303
- Administrative expenses
- $26,517
- Total expenses
- $1,282,820
- Net increase / (decrease)
- $3,106,771
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.