2023 Form 5500 filing — S.R. Snodgrass, P.C. Employee 401(K) Retirement Savings 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 20240918143639NAL0008030512001) for S.R. Snodgrass, P.C. Employee 401(K) Retirement Savings Plan, reported by S.R. Snodgrass, P.C. under EIN 25-1616561 and plan number 006. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240918143639NAL0008030512001
Filing year
2023
Form type
2
Plan sponsor
S.R. Snodgrass, P.C.
EIN
25-1616561
Plan number
006
Location
Cranberry Township, PA
Participants
141
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,373,813
Total liabilities (EOY)
$0
Net assets (EOY)
$20,373,813
Employer contributions
$418,495
Participant contributions
$968,777
Total income / additions
$3,973,790
Benefits paid
$1,312,006
Administrative expenses
$14,568
Total expenses
$1,326,574
Net increase / (decrease)
$2,647,216
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial ServicesNONE$14,568$2,067

Related Form 5500 pages