Somos, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Somos, Inc.)

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, Somos, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Somos, Inc. under EIN 20-5108831 and plan number 002. The latest loaded filing year is 2023. The filing reports 153 participants and $20,189,446 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Somos, Inc.
EIN
20-5108831
Plan number
002
Plan type
2
Location
East Brunswick, NJ
Latest filing year
2023
Participants
153
End-of-year plan assets
$20,189,446

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20240909141945NAL0002415587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,189,446
Total liabilities (EOY)
$0
Net assets (EOY)
$20,189,446
Net assets (BOY)
$14,925,267

Income & contributions

Employer contributions
$1,686,554
Participant contributions
$1,948,969
Total contributions
$3,735,719
Total income / additions
$6,372,384

Expenses & distributions

Benefits paid
$1,075,262
Administrative expenses
$32,851
Total expenses
$1,108,205
Net increase / (decrease)
$5,264,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$29,163$02023
Empower Advisory Group, LLCINVESTMENT MGMT$3,678not reported in the loaded dataset2023

Related Form 5500 pages