2023 Form 5500 filing — Greenbaum, Rowe, Smith & Davis Llp Retirement 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 20241010152825NAL0021345793001) for Greenbaum, Rowe, Smith & Davis Llp Retirement Plan And Trust, reported by Greenbaum, Rowe, Smith & Davis Llp under EIN 22-1544785 and plan number 005. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$35.1MReported net assets$35,057,184
Participants140
Provider compensation$40.9K1 Schedule C row(s)$40,874
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010152825NAL0021345793001
- Plan sponsor
- Greenbaum, Rowe, Smith & Davis Llp
- EIN
- 22-1544785
- Plan number
- 005
- Location
- Iselin, NJ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$35.1M total assets
Net assets$35.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $35,057,184
- Net assets (EOY)
- $35,057,184
- Employer contributions
- $1,096,043
- Total income / additions
- $6,021,683
- Benefits paid
- $1,570,695
- Administrative expenses
- $40,874
- Total expenses
- $1,611,569
- Net increase / (decrease)
- $4,410,114
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $40,874 | not reported in the loaded dataset |