Srm Management Services LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Srm Management Services 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, Srm Management Services LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Srm Management Services LLC under EIN 85-0913400 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $17,245,809 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Srm Management Services LLC
- EIN
- 85-0913400
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $17,245,809
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241025151848NAL0000277761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,245,809
- Total liabilities (EOY)
- $97,943
- Net assets (EOY)
- $17,147,866
- Net assets (BOY)
- $13,426,633
Income & contributions
- Employer contributions
- $917,315
- Participant contributions
- $1,780,686
- Total contributions
- $2,756,202
- Total income / additions
- $5,444,812
Expenses & distributions
- Benefits paid
- $1,680,155
- Administrative expenses
- $43,424
- Total expenses
- $1,723,579
- Net increase / (decrease)
- $3,721,233
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stonehenge Retirement Planners LLC | ADVISOR | $19,331 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $16,449 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $7,125 | not reported in the loaded dataset | 2023 |