2023 Form 5500 filing — Hanson Bridgett Llp 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 20241014191511NAL0027001425002) for Hanson Bridgett Llp Profit Sharing Plan, reported by Hanson Bridgett Llp under EIN 94-1205338 and plan number 001. It reports 373 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191511NAL0027001425002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hanson Bridgett Llp
- EIN
- 94-1205338
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 373
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $152,942,006
- Net assets (EOY)
- $152,942,006
- Employer contributions
- $4,105,116
- Participant contributions
- $3,513,899
- Total income / additions
- $28,936,966
- Benefits paid
- $3,051,929
- Administrative expenses
- $186,640
- Total expenses
- $3,238,569
- Net increase / (decrease)
- $25,698,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mariner LLC | NONE | $111,905 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $34,210 | not reported in the loaded dataset |
| Waypoint Wealth Partners Inc | NONE | $16,033 | not reported in the loaded dataset |
| Perigonn Wealth Management LLC | NONE | $15,724 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $5,382 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $277 | $0 |