Eckert Seamans Cherin & Mellott, LLC Profit Sharing Plan — Form 5500 plan (Eckert Seamans Cherin & Mellott, 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, Eckert Seamans Cherin & Mellott, LLC Profit Sharing Plan is a benefit plan reported by Eckert Seamans Cherin & Mellott, LLC under EIN 25-1056909 and plan number 001. The latest loaded filing year is 2023. The filing reports 760 participants and $237,562,052 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eckert Seamans Cherin & Mellott, LLC
EIN
25-1056909
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
760
End-of-year plan assets
$237,562,052

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023760H, C20241011083322NAL0021528801001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$237,562,052
Net assets (EOY)
$237,562,052
Net assets (BOY)
$215,202,065

Income & contributions

Employer contributions
$4,823,754
Participant contributions
$4,956,006
Total contributions
$10,492,050
Total income / additions
$46,794,390

Expenses & distributions

Benefits paid
$24,348,664
Administrative expenses
$85,725
Total expenses
$24,434,403
Net increase / (decrease)
$22,359,987

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$71,419not reported in the loaded dataset2023
Fort Pitt Capital Group LLCNONE$7,054not reported in the loaded dataset2023
Mcadam LLCNONE$5,768not reported in the loaded dataset2023
Charles Schwab & Co IncNONE$1,620$02023

Related Form 5500 pages