2023 Form 5500 filing — Hopkins & Carley 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 20241014124342NAL0013295155001) for Hopkins & Carley 401(K)Plan, reported by Hopkins & Carley, A Law Corporation under EIN 94-2156511 and plan number 002. It reports 198 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124342NAL0013295155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hopkins & Carley, A Law Corporation
- EIN
- 94-2156511
- Plan number
- 002
- Location
- San Jose, CA
- Participants
- 198
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,213,072
- Net assets (EOY)
- $74,213,072
- Employer contributions
- $2,341,281
- Participant contributions
- $2,017,082
- Total income / additions
- $15,643,447
- Benefits paid
- $4,629,166
- Administrative expenses
- $213,625
- Total expenses
- $4,842,791
- Net increase / (decrease)
- $10,800,656
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Bank & Trust Co | NONE | $177,440 | not reported in the loaded dataset |
| Bailard Inc | NONE | $14,618 | not reported in the loaded dataset |
| Kcm Investment Advisors LLC | NONE | $13,625 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $6,197 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $152 | $0 |