Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Semler Brossy Consulting Group, LLC)
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, Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Semler Brossy Consulting Group, LLC under EIN 95-4885750 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $19,742,323 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Semler Brossy Consulting Group, LLC
- EIN
- 95-4885750
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 130
- End-of-year plan assets
- $19,742,323
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 130 | H, C | 20241008174436NAL0009947763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,742,323
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,742,323
- Net assets (BOY)
- $16,820,509
Income & contributions
- Employer contributions
- $1,110,386
- Participant contributions
- $1,439,937
- Total contributions
- $2,735,627
- Total income / additions
- $6,070,645
Expenses & distributions
- Benefits paid
- $3,146,305
- Administrative expenses
- $2,526
- Total expenses
- $3,148,831
- Net increase / (decrease)
- $2,921,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Standard Insurance Company | SFG | $42,445 | $0 | 2023 |
| Burnham Gibson Wealth Advisors LLC | TRUST PARTNER | $26,205 | $0 | 2023 |
| Hicks Pension Services | TPA ALLOWANCE PROGRAM | $8,382 | not reported in the loaded dataset | 2023 |
| Schwab | not reported in the loaded dataset | $0 | $2,494 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Semler Brossy Consulting Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Standard Insurance Company — Schedule C compensation
- Burnham Gibson Wealth Advisors LLC — Schedule C compensation
- Hicks Pension Services — Schedule C compensation
- Schwab — Schedule C compensation