2023 Form 5500 filing — Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(K) Profit Sharing 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 20241014082449NAL0025721153001) for Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(K) Profit Sharing Plan, reported by Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. under EIN 23-1879577 and plan number 002. It reports 124 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)$21.2MReported net assets$21,238,563

Participants124

Provider compensation$41.2K3 Schedule C row(s)$41,220

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014082449NAL0025721153001
Plan sponsor: Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.
EIN: 23-1879577
Plan number: 002
Location: Philadelphia, PA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

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)$21.2M total assets

Net assets$21.2MLiabilities$0

Money in vs. money out

Total income / additions$4.6M

Total expenses$1.2M

Benefits paid / distributions$1.2M

Contributions

Employer$375.8K

Participant$727.4K

Full reported line items

Total assets (EOY): $21,238,563
Total liabilities (EOY): $0
Net assets (EOY): $21,238,563
Employer contributions: $375,773
Participant contributions: $727,371
Total income / additions: $4,603,133
Benefits paid: $1,167,732
Administrative expenses: $41,220
Total expenses: $1,208,952
Net increase / (decrease): $3,394,181

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Morgan Stanley$28.4K
INVESTMENT ADVISOR · Direct $28.4K
2
Empower Annuity Insurance Company$12.2K
RECORDKEEPER · Direct $12.2K · Indirect $0
3
Empower Advisory Group, LLC$688
INVESTMENT MGMT · Direct $688

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014082449NAL0025721153001 cover?: It is the 2023 Form 5500 filing for Zarwin, Baum, Devito, Kaplan, Schaer, & Toddy P.C. 401(K) Profit Sharing Plan, reported by Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. (EIN 23-1879577).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).