Semmes, Bowen & Semmes 401(K)Plan — Form 5500 plan (Semmes, Bowen & Semmes)
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, Semmes, Bowen & Semmes 401(K)Plan is a benefit plan reported by Semmes, Bowen & Semmes under EIN 52-1955555 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $13,735,839 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Semmes, Bowen & Semmes
- EIN
- 52-1955555
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $13,735,839
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241010170846NAL0036530896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,735,839
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,735,839
- Net assets (BOY)
- $12,726,027
Income & contributions
- Participant contributions
- $784,796
- Total contributions
- $810,046
- Total income / additions
- $2,928,212
Expenses & distributions
- Benefits paid
- $1,838,217
- Administrative expenses
- $80,183
- Total expenses
- $1,918,400
- Net increase / (decrease)
- $1,009,812
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Life Agency, Inc | CONSULTANT | $28,646 | $17 | 2023 |
| Principal Life Insurance Company | CONTRACTOR ADMINISTRATOR | $26,792 | $0 | 2023 |
| Mks&H | ACCOUNTANT | $20,000 | not reported in the loaded dataset | 2023 |
| Coastal Pension Services Inc | CONTRACT ADMINISTRATOR | $4,745 | $6,032 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Semmes, Bowen & Semmes
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Baltimore, MD
- Merrill Lynch Life Agency, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Mks&H — Schedule C compensation
- Coastal Pension Services Inc — Schedule C compensation