2023 Form 5500 filing — Klehr Harrison Harvey Branzburg Llp 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 20241015122114NAL0028397105001) for Klehr Harrison Harvey Branzburg Llp 401(K) Profit Sharing Plan, reported by Klehr Harrison Harvey Branzburg Llp under EIN 23-1973697 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122114NAL0028397105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Klehr Harrison Harvey Branzburg Llp
- EIN
- 23-1973697
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 131
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,012,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,012,500
- Employer contributions
- $1,968,127
- Participant contributions
- $1,506,073
- Total income / additions
- $17,255,261
- Benefits paid
- $9,612,078
- Administrative expenses
- $85,327
- Total expenses
- $9,697,405
- Net increase / (decrease)
- $7,557,856
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $42,701 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $18,200 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,373 | $0 |
| The Mandmarblestone Group, Inc. | CONTRACT ADMIN | $6,991 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $50 | $0 |