Plan5500

Ssmg 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ssmg, 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, Ssmg 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ssmg, LLC under EIN 47-1223914 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,093 participants and $1,900,748 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ssmg, LLC
EIN
47-1223914
Plan number
001
Plan type
2
Location
Suwanee, GA
Latest filing year
2023
Participants
1,093
End-of-year plan assets
$1,900,748

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,093H, C20241010105854NAL0020863009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,900,748
Total liabilities (EOY)
$1,289
Net assets (EOY)
$1,899,459
Net assets (BOY)
$1,404,416

Income & contributions

Employer contributions
$80,248
Participant contributions
$420,908
Total contributions
$518,978
Total income / additions
$769,024

Expenses & distributions

Benefits paid
$245,899
Administrative expenses
$28,082
Total expenses
$273,981
Net increase / (decrease)
$495,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$12,991$02023
Ubs RpaSERVICE PROVIDER$10,263not reported in the loaded dataset2023
Tennessee Pension AdministratorsCONTRACT ADMIN$4,829not reported in the loaded dataset2023

Related Form 5500 pages