Thos Somerville Co 401(K) Retirement Plan — Form 5500 plan (Thos Somerville Co)
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, Thos Somerville Co 401(K) Retirement Plan is a benefit plan reported by Thos Somerville Co under EIN 53-0147890 and plan number 001. The latest loaded filing year is 2023. The filing reports 454 participants and $41,678,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thos Somerville Co
- EIN
- 53-0147890
- Plan number
- 001
- Plan type
- 2
- Location
- Upper Marlboro, MD
- Latest filing year
- 2023
- Participants
- 454
- End-of-year plan assets
- $41,678,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 454 | H, C | 20241015122251NAL0016373027001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,678,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,678,378
- Net assets (BOY)
- $38,178,139
Income & contributions
- Employer contributions
- $487,538
- Participant contributions
- $1,569,949
- Total contributions
- $2,212,978
- Total income / additions
- $8,478,623
Expenses & distributions
- Benefits paid
- $4,963,357
- Administrative expenses
- $15,027
- Total expenses
- $4,978,384
- Net increase / (decrease)
- $3,500,239
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T. Rowe Price Rps, Inc. | NONE | $15,027 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Janus Funds | NONE | $0 | $0 | 2023 |