Greenbaum, Rowe, Smith & Davis Llp Retirement Plan And Trust — Form 5500 plan (Greenbaum, Rowe, Smith & Davis Llp)
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 Retirement Plan And Trust is a benefit plan reported by Greenbaum, Rowe, Smith & Davis Llp under EIN 22-1544785 and plan number 005. The latest loaded filing year is 2023. The filing reports 140 participants and $35,057,184 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$35.1MPlan net assets, end of year$35,057,184
Participants140Covered participants reported
Assets / participant$250.4KComputed: assets ÷ participants$250,408 (computed)
Provider compensation$40.9K1 Schedule C provider row(s)$40,874
- Plan sponsor
- Greenbaum, Rowe, Smith & Davis Llp
- EIN
- 22-1544785
- Plan number
- 005
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241010152825NAL0021345793001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$35.1M total assets
Net assets$35.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $35,057,184
- Net assets (EOY)
- $35,057,184
- Net assets (BOY)
- $30,647,070
Income & contributions
- Employer contributions
- $1,096,043
- Total contributions
- $1,096,043
- Total income / additions
- $6,021,683
Expenses & distributions
- Benefits paid
- $1,570,695
- Administrative expenses
- $40,874
- Total expenses
- $1,611,569
- Net increase / (decrease)
- $4,410,114
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $40,874 | not reported in the loaded dataset | 2023 |