2023 Form 5500 filing — Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240812142803NAL0009434193001) for Semanoff Ormsby Greenberg & Torchia, LLC 401(K) Profit Sharing Plan, reported by Semanoff Ormsby Greenberg & Torchia, LLC under EIN 23-3035156 and plan number 002. It reports 61 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240812142803NAL0009434193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Semanoff Ormsby Greenberg & Torchia, LLC
- EIN
- 23-3035156
- Plan number
- 002
- Location
- Huntingdon Valley, PA
- Participants
- 61
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,888,519
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,888,519
- Employer contributions
- $211,910
- Participant contributions
- $674,222
- Total income / additions
- $4,389,591
- Benefits paid
- $1,256,303
- Administrative expenses
- $26,517
- Total expenses
- $1,282,820
- Net increase / (decrease)
- $3,106,771
- Schedule source
- Schedule I