Semmes, Bowen & Semmes Pension Plan — Form 5500 plan (Semmes, Bowen & Semmes)
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, Semmes, Bowen & Semmes Pension Plan is a benefit plan reported by Semmes, Bowen & Semmes under EIN 52-1955555 and plan number 001. The latest loaded filing year is 2023. The filing reports 183 participants and $29,282,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Semmes, Bowen & Semmes
- EIN
- 52-1955555
- Plan number
- 001
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 183
- End-of-year plan assets
- $29,282,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 183 | H, C | 20241010165542NAL0041613874001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,282,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,282,289
- Net assets (BOY)
- $28,567,973
Income & contributions
- Employer contributions
- $867,680
- Participant contributions
- $0
- Total contributions
- $867,680
- Total income / additions
- $4,932,718
Expenses & distributions
- Benefits paid
- $4,072,449
- Administrative expenses
- $145,953
- Total expenses
- $4,218,402
- Net increase / (decrease)
- $714,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | INV. ADV. | $48,300 | not reported in the loaded dataset | 2023 |
| Wilmington Trust, N.A. | CUSTODIAN | $40,476 | not reported in the loaded dataset | 2023 |
| C.S. Mckee, L.P. | INV. ADV. | $33,372 | not reported in the loaded dataset | 2023 |
| Mks&H | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services, Inc. | TPA | $2,525 | not reported in the loaded dataset | 2023 |
| Smith & Downey, P.A. | LEGAL | $1,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Semmes, Bowen & Semmes
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Gallagher Fiduciary Advisors, LLC — Schedule C compensation
- Wilmington Trust, N.A. — Schedule C compensation
- C.S. Mckee, L.P. — Schedule C compensation
- Mks&H — Schedule C compensation
- Coastal Pension Services, Inc. — Schedule C compensation
- Smith & Downey, P.A. — Schedule C compensation