The Emmes Company, LLC Retirement Plan — Form 5500 plan (The Emmes Company, 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, The Emmes Company, LLC Retirement Plan is a benefit plan reported by The Emmes Company, LLC under EIN 54-1058268 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,341 participants and $182,927,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Emmes Company, LLC
- EIN
- 54-1058268
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville, MD
- Latest filing year
- 2023
- Participants
- 1,341
- End-of-year plan assets
- $182,927,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,341 | H, C | 20251010152757NAL0013414576001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,927,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,927,822
- Net assets (BOY)
- $149,099,313
Income & contributions
- Employer contributions
- $6,712,502
- Participant contributions
- $10,035,011
- Total contributions
- $24,317,425
- Total income / additions
- $48,973,513
Expenses & distributions
- Benefits paid
- $14,984,760
- Administrative expenses
- $154,347
- Total expenses
- $15,145,004
- Net increase / (decrease)
- $33,828,509
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $92,797 | $0 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset | 2023 |
| Llp Grant Thornton | AUDITOR | $26,250 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Emmes Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Rockville, MD
- Empower Annuity Insurance Company O — Schedule C compensation
- Mma Securities LLC — Schedule C compensation
- Llp Grant Thornton — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation