2023 Form 5500 filing — Murr Siler & Accomazzo, P.C. 401(K) Profit Sharing Plan And Trust
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 20240916171049NAL0002481664001) for Murr Siler & Accomazzo, P.C. 401(K) Profit Sharing Plan And Trust, reported by Murr Siler & Accomazzo, P.C. under EIN 84-1203371 and plan number 002. It reports 32 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916171049NAL0002481664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Murr Siler & Accomazzo, P.C.
- EIN
- 84-1203371
- Plan number
- 002
- Location
- Denver, CO
- Participants
- 32
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,603,570
- Net assets (EOY)
- $4,603,570
- Employer contributions
- $70,138
- Participant contributions
- $65,715
- Total income / additions
- $529,847
- Benefits paid
- $150,892
- Administrative expenses
- $23,636
- Total expenses
- $174,528
- Net increase / (decrease)
- $355,319
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $19,919 | $0 |
| First Asset Financial | BROKER/ADVISER | $0 | $9,930 |
| Ascensus Holdings | CONTRACT ADMIN | $360 | $2,464 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,559 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | OTHER | $1,232 | not reported in the loaded dataset |