Snowden Capital Advisors 401(K) Profit Sharing Plan — Form 5500 plan (Snowden Capital Advisors 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, Snowden Capital Advisors 401(K) Profit Sharing Plan is a benefit plan reported by Snowden Capital Advisors LLC under EIN 45-0997570 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $16,997,802 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snowden Capital Advisors LLC
- EIN
- 45-0997570
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $16,997,802
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241015094305NAL0029162657001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,997,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,997,802
- Net assets (BOY)
- $11,853,224
Income & contributions
- Employer contributions
- $1,056,467
- Participant contributions
- $2,063,139
- Total contributions
- $3,535,666
- Total income / additions
- $5,938,415
Expenses & distributions
- Benefits paid
- $741,961
- Administrative expenses
- $51,876
- Total expenses
- $793,837
- Net increase / (decrease)
- $5,144,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brinker Capital, Inc | INVESTMENT MANAGEMENT | $27,135 | $0 | 2023 |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $24,741 | $0 | 2023 |