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, Saltmarsh, Cleaveland & Gund 401(K) Profit Sharing Plan is a benefit plan reported by Saltmarsh, Cleaveland & Gund, P.A. under EIN 59-2922169 and plan number 001. The latest loaded filing year is 2023. The filing reports 230 participants and $34,464,940 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,464,940
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,464,940
- Net assets (BOY)
- $34,010,585
Income & contributions
- Employer contributions
- $656,865
- Participant contributions
- $1,354,752
- Total contributions
- $2,126,587
- Total income / additions
- $7,518,596
Expenses & distributions
- Benefits paid
- $7,035,712
- Administrative expenses
- $28,529
- Total expenses
- $7,064,241
- Net increase / (decrease)
- $454,355