2023 Form 5500 filing — Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(K) Cash Accumulation 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 20241009163920NAL0038477154001) for Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(K) Cash Accumulation Plan, reported by Maner Costerisan & Ellis Pc under EIN 38-2157642 and plan number 001. It reports 225 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)$36MReported net assets$36,004,953
Participants225
Provider compensation$175.2K4 Schedule C row(s)$175,224
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009163920NAL0038477154001
- Plan sponsor
- Maner Costerisan & Ellis Pc
- EIN
- 38-2157642
- Plan number
- 001
- Location
- Lansing, MI
- 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)$36M total assets
Net assets$36MLiabilities—
Full reported line items
- Total assets (EOY)
- $36,004,953
- Net assets (EOY)
- $36,004,953
- Employer contributions
- $974,682
- Participant contributions
- $1,911,096
- Total income / additions
- $10,768,481
- Benefits paid
- $1,747,994
- Administrative expenses
- $175,224
- Total expenses
- $1,923,218
- Net increase / (decrease)
- $8,845,263
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advisory Alpha, LLC | NONE | $138,695 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $20,863 | not reported in the loaded dataset |
| Reilly, Penner & Benton, Llp | NONE | $8,800 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,866 | $0 |