2023 Form 5500 filing — Snowden Capital Advisors 401(K) Profit Sharing 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 20241015094305NAL0029162657001) for Snowden Capital Advisors 401(K) Profit Sharing Plan, reported by Snowden Capital Advisors LLC under EIN 45-0997570 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094305NAL0029162657001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Snowden Capital Advisors LLC
- EIN
- 45-0997570
- Plan number
- 001
- Location
- New York, NY
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,997,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,997,802
- Employer contributions
- $1,056,467
- Participant contributions
- $2,063,139
- Total income / additions
- $5,938,415
- Benefits paid
- $741,961
- Administrative expenses
- $51,876
- Total expenses
- $793,837
- Net increase / (decrease)
- $5,144,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brinker Capital, Inc | INVESTMENT MANAGEMENT | $27,135 | $0 |
| Pcs Retirement LLC | CONTRACT ADMINISTRATOR | $24,741 | $0 |