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, Greenbaum, Rowe, Smith & Davis Llp 401(K) Plan & Trust For Partners, Key Employees is a benefit plan reported by Greenbaum, Rowe, Smith & Davis Llp under EIN 22-1544785 and plan number 003. The latest loaded filing year is 2023. The filing reports 156 participants and $35,949,750 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,949,750
- Net assets (EOY)
- $35,949,750
- Net assets (BOY)
- $31,834,361
Income & contributions
- Participant contributions
- $1,429,708
- Total contributions
- $1,429,708
- Total income / additions
- $7,082,636
Expenses & distributions
- Benefits paid
- $2,812,185
- Administrative expenses
- $43,801
- Total expenses
- $2,855,986
- Net increase / (decrease)
- $4,226,650