Sills Cummis & Gross P.C. 401(K) Plan — Form 5500 plan (Sills Cummis & Gross P.C.)
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, Sills Cummis & Gross P.C. 401(K) Plan is a benefit plan reported by Sills Cummis & Gross P.C. under EIN 22-1920331 and plan number 005. The latest loaded filing year is 2023. The filing reports 216 participants and $35,942,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sills Cummis & Gross P.C.
- EIN
- 22-1920331
- Plan number
- 005
- Plan type
- 2
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 216
- End-of-year plan assets
- $35,942,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 216 | H, C | 20240925152623NAL0014949073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,942,646
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,942,646
- Net assets (BOY)
- $29,460,213
Income & contributions
- Employer contributions
- $148,148
- Participant contributions
- $1,127,953
- Total contributions
- $1,337,259
- Total income / additions
- $8,204,318
Expenses & distributions
- Benefits paid
- $1,373,913
- Administrative expenses
- $3,920
- Total expenses
- $1,377,833
- Net increase / (decrease)
- $6,826,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$36,303 | $0 | 2023 |