Plan5500

Society For Human Resource Management Pension Plan And Trust — Form 5500 plan (Society For Human Resource Management)

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, Society For Human Resource Management Pension Plan And Trust is a benefit plan reported by Society For Human Resource Management under EIN 34-0948453 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $84,513,436 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$84.5MPlan net assets, end of year$84,513,436
Participants540Covered participants reported
Assets / participant$156.5KComputed: assets ÷ participants$156,506 (computed)
Provider compensation$165K3 Schedule C provider row(s)$165,016
Plan sponsor
Society For Human Resource Management
EIN
34-0948453
Plan number
001
Plan type
2
Location
Alexandria, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    540 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$84.5M total assets
Net assets$84.5MLiabilities—
Money in vs. money out
Total income / additions$12M
Total expenses$5.3M
Benefits paid / distributions$4.7M
Contributions
Employer$1.7M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$84,513,436
Net assets (EOY)
$84,513,436
Net assets (BOY)
$77,769,498

Income & contributions

Employer contributions
$1,712,280
Total contributions
$1,712,280
Total income / additions
$11,998,717

Expenses & distributions

Benefits paid
$4,695,347
Administrative expenses
$559,432
Total expenses
$5,254,779
Net increase / (decrease)
$6,743,938
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Morgan Stanley Smith Barney LLC$140.9K
    NONE · Direct $140.9K
  2. 2
    Schwab Retirement Plan Services Inc$24.1K
    NONE · Direct $24.1K
  3. 3
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Society For Human Resource Management Pension Plan And Trust?
Society For Human Resource Management Pension Plan And Trust is reported as sponsored by Society For Human Resource Management (EIN 34-0948453, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Society For Human Resource Management Pension Plan And Trust?
The latest Form 5500 filing year loaded for Society For Human Resource Management Pension Plan And Trust is 2023.
How many participants does Society For Human Resource Management Pension Plan And Trust report?
Society For Human Resource Management Pension Plan And Trust reports 540 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Society For Human Resource Management Pension Plan And Trust?
Society For Human Resource Management Pension Plan And Trust reports $84,513,436 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages