2023 Form 5500 filing — Buchalter Associate Attorney 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 20241014162803NAL0046806288001) for Buchalter Associate Attorney 401(K) Plan, reported by Buchalter, A Professional Corporation under EIN 95-2640846 and plan number 004. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162803NAL0046806288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buchalter, A Professional Corporation
- EIN
- 95-2640846
- Plan number
- 004
- Location
- Los Angeles, CA
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,569,964
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,569,964
- Participant contributions
- $2,262,925
- Total income / additions
- $6,462,131
- Benefits paid
- $1,452,484
- Administrative expenses
- $40,824
- Total expenses
- $1,493,308
- Net increase / (decrease)
- $4,968,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORD-KEEPER | $22,767 | $0 |
| Merrill Lynch Retirement | ADVISOR | $18,057 | not reported in the loaded dataset |