2023 Form 5500 filing — Semmes, Bowen & Semmes Pension 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 20241010165542NAL0041613874001) for Semmes, Bowen & Semmes Pension Plan, reported by Semmes, Bowen & Semmes under EIN 52-1955555 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010165542NAL0041613874001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Semmes, Bowen & Semmes
- EIN
- 52-1955555
- Plan number
- 001
- Location
- Baltimore, MD
- Participants
- 183
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,282,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,282,289
- Employer contributions
- $867,680
- Participant contributions
- $0
- Total income / additions
- $4,932,718
- Benefits paid
- $4,072,449
- Administrative expenses
- $145,953
- Total expenses
- $4,218,402
- Net increase / (decrease)
- $714,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | INV. ADV. | $48,300 | not reported in the loaded dataset |
| Wilmington Trust, N.A. | CUSTODIAN | $40,476 | not reported in the loaded dataset |
| C.S. Mckee, L.P. | INV. ADV. | $33,372 | not reported in the loaded dataset |
| Mks&H | ACCOUNTANT | $20,000 | not reported in the loaded dataset |
| Coastal Pension Services, Inc. | TPA | $2,525 | not reported in the loaded dataset |
| Smith & Downey, P.A. | LEGAL | $1,280 | not reported in the loaded dataset |