2023 Form 5500 filing — Bennett, Bricklin & Saltzburg LLC 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 20241014122414NAL0045931920001) for Bennett, Bricklin & Saltzburg LLC 401(K) Plan, reported by Bennett, Bricklin & Saltzburg LLC under EIN 27-0444519 and plan number 002. It reports 219 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)$22.4MReported net assets$22,387,354

Participants219

Provider compensation$74K2 Schedule C row(s)$74,008

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014122414NAL0045931920001
Plan sponsor: Bennett, Bricklin & Saltzburg LLC
EIN: 27-0444519
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)$22.4M total assets

Net assets$22.4MLiabilities$0

Money in vs. money out

Total income / additions$4.4M

Total expenses$1.5M

Benefits paid / distributions$1.4M

Contributions

Employer$85.5K

Participant$1.2M

Full reported line items

Total assets (EOY): $22,387,354
Total liabilities (EOY): $0
Net assets (EOY): $22,387,354
Employer contributions: $85,499
Participant contributions: $1,165,876
Total income / additions: $4,372,442
Benefits paid: $1,413,877
Administrative expenses: $74,008
Total expenses: $1,487,885
Net increase / (decrease): $2,884,557

Schedule C

Reported service provider compensation

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

1
Axa Network LLC$41.8K
RETAINED BY EMPLOYER · Direct $41.8K
2
John Hancock Retirement Plan Servic$32.3K
RETAINED BY EMPLOYER · Direct $32.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014122414NAL0045931920001 cover?: It is the 2023 Form 5500 filing for Bennett, Bricklin & Saltzburg LLC 401(K) Plan, reported by Bennett, Bricklin & Saltzburg LLC (EIN 27-0444519).
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).