2023 Form 5500 filing — Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911133054NAL0003671267001) for Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(K) Plan, reported by Jeffer Mangels Butler & Mitchell Llp under EIN 95-3669194 and plan number 003. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911133054NAL0003671267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jeffer Mangels Butler & Mitchell Llp
- EIN
- 95-3669194
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $135,002,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,002,603
- Employer contributions
- $2,800,714
- Participant contributions
- $2,117,895
- Total income / additions
- $24,072,825
- Benefits paid
- $7,718,952
- Administrative expenses
- $195,003
- Total expenses
- $7,913,955
- Net increase / (decrease)
- $16,158,870
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $118,120 | $0 |
| Graystone Consulting | CONSULTANT | $76,883 | not reported in the loaded dataset |