Murr Siler & Accomazzo, P.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Murr Siler & Accomazzo, 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, Murr Siler & Accomazzo, P.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Murr Siler & Accomazzo, P.C. under EIN 84-1203371 and plan number 002. The latest loaded filing year is 2023. The filing reports 32 participants and $4,603,570 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Murr Siler & Accomazzo, P.C.
- EIN
- 84-1203371
- Plan number
- 002
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 32
- End-of-year plan assets
- $4,603,570
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 32 | I, C | 20240916171049NAL0002481664001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,603,570
- Net assets (EOY)
- $4,603,570
- Net assets (BOY)
- $4,248,251
Income & contributions
- Employer contributions
- $70,138
- Participant contributions
- $65,715
- Total income / additions
- $529,847
Expenses & distributions
- Benefits paid
- $150,892
- Administrative expenses
- $23,636
- Total expenses
- $174,528
- Net increase / (decrease)
- $355,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co Of America | RECORDKEEPER | $19,919 | $0 | 2023 |
| First Asset Financial | BROKER/ADVISER | $0 | $9,930 | 2023 |
| Ascensus Holdings | CONTRACT ADMIN | $360 | $2,464 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,559 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $1,232 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Murr Siler & Accomazzo, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Empower Annuity Ins. Co Of America — Schedule C compensation
- First Asset Financial — Schedule C compensation
- Ascensus Holdings — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation