Plan5500

Sughrue Mion, Pllc 401(K) Plan — Form 5500 plan (Sughrue Mion, Pllc)

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, Sughrue Mion, Pllc 401(K) Plan is a benefit plan reported by Sughrue Mion, Pllc under EIN 53-0235018 and plan number 003. The latest loaded filing year is 2023. The filing reports 306 participants and $112,057,005 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sughrue Mion, Pllc
EIN
53-0235018
Plan number
003
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
306
End-of-year plan assets
$112,057,005

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023306H, C20241011191412NAL0044898610001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$112,057,005
Total liabilities (EOY)
$0
Net assets (EOY)
$112,057,005
Net assets (BOY)
$93,749,159

Income & contributions

Employer contributions
$2,596,829
Participant contributions
$1,784,848
Total contributions
$4,418,631
Total income / additions
$27,070,712

Expenses & distributions

Benefits paid
$8,607,223
Administrative expenses
$135,333
Total expenses
$8,762,866
Net increase / (decrease)
$18,307,846

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Capital GroupRETAINED BY EMPLOYER$79,097not reported in the loaded dataset2023
John Hancock Retirement Plan SvcsRETAINED BY EMPLOYER$49,785not reported in the loaded dataset2023

Related Form 5500 pages