2023 Form 5500 filing — Sughrue Mion, Pllc 401(K) 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 20241011191412NAL0044898610001) for Sughrue Mion, Pllc 401(K) Plan, reported by Sughrue Mion, Pllc under EIN 53-0235018 and plan number 003. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011191412NAL0044898610001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sughrue Mion, Pllc
- EIN
- 53-0235018
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,057,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $112,057,005
- Employer contributions
- $2,596,829
- Participant contributions
- $1,784,848
- Total income / additions
- $27,070,712
- Benefits paid
- $8,607,223
- Administrative expenses
- $135,333
- Total expenses
- $8,762,866
- Net increase / (decrease)
- $18,307,846
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Capital Group | RETAINED BY EMPLOYER | $79,097 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY EMPLOYER | $49,785 | not reported in the loaded dataset |