2023 Form 5500 filing — The Emmes Company, LLC Retirement 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 20251010152757NAL0013414576001) for The Emmes Company, LLC Retirement Plan, reported by The Emmes Company, LLC under EIN 54-1058268 and plan number 001. It reports 1,341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251010152757NAL0013414576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Emmes Company, LLC
- EIN
- 54-1058268
- Plan number
- 001
- Location
- Rockville, MD
- Participants
- 1,341
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,927,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $182,927,822
- Employer contributions
- $6,712,502
- Participant contributions
- $10,035,011
- Total income / additions
- $48,973,513
- Benefits paid
- $14,984,760
- Administrative expenses
- $154,347
- Total expenses
- $15,145,004
- Net increase / (decrease)
- $33,828,509
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $92,797 | $0 |
| Mma Securities LLC | INVESTMENT ADVISOR | $35,000 | not reported in the loaded dataset |
| Llp Grant Thornton | AUDITOR | $26,250 | not reported in the loaded dataset |
| Qdro Consultants Co LLC | OTHER | $300 | not reported in the loaded dataset |