Salm Partners LLC 401(K) Plan — Form 5500 plan (Salm Partners, LLC)

Plain-English plan 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, Salm Partners LLC 401(K) Plan is a benefit plan reported by Salm Partners, LLC under EIN 20-0685405 and plan number 001. The latest loaded filing year is 2023. The filing reports 823 participants and $12,040,465 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Salm Partners, LLC
EIN
20-0685405
Plan number
001
Plan type
2
Location
Denmark, WI
Latest filing year
2023
Participants
823
End-of-year plan assets
$12,040,465

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023823H, C20241010100052NAL0020792257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,040,465
Total liabilities (EOY)
$0
Net assets (EOY)
$12,040,465
Net assets (BOY)
$9,906,021

Income & contributions

Employer contributions
$948,609
Participant contributions
$1,459,534
Total contributions
$2,635,476
Total income / additions
$4,748,113

Expenses & distributions

Benefits paid
$2,500,934
Administrative expenses
$91,949
Total expenses
$2,613,669
Net increase / (decrease)
$2,134,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$62,406$02023
Morgan StanleyINVESTMENT ADVISOR$38,270not reported in the loaded dataset2023

Related Form 5500 pages