2023 Form 5500 filing — Stradley, Ronon, Stevens & Young Llp 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 20240920102401NAL0007278721002) for Stradley, Ronon, Stevens & Young Llp 401(K) Plan, reported by Stradley, Ronon, Stevens & Young, Llp under EIN 23-1130381 and plan number 002. It reports 186 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.3MReported net assets$14,265,255
Participants186
Provider compensation$571 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240920102401NAL0007278721002
- Plan sponsor
- Stradley, Ronon, Stevens & Young, Llp
- EIN
- 23-1130381
- Plan number
- 002
- Location
- Philadelphia, PA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.3M total assets
Net assets$14.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $14,265,255
- Net assets (EOY)
- $14,265,255
- Participant contributions
- $1,616,278
- Total income / additions
- $4,054,920
- Benefits paid
- $1,084,412
- Administrative expenses
- $1,873
- Total expenses
- $1,087,166
- Net increase / (decrease)
- $2,967,754
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab & Co., Inc. | NONE | $57 | $0 |