2023 Form 5500 filing — Hirsch/Bedner Associates 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 20241015163532NAL0048934880001) for Hirsch/Bedner Associates 401(K) Plan, reported by Hirsch Bedner & Associates under EIN 95-6105057 and plan number 003. It reports 193 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)$15MReported net assets$14,964,962
Participants193
Provider compensation$4631 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015163532NAL0048934880001
Plan sponsor
Hirsch Bedner & Associates
EIN
95-6105057
Plan number
003
Location
Santa Monica, CA
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)$15M total assets
Net assets$15MLiabilities$0
Money in vs. money out
Total income / additions$3.6M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$129.5K
Participant$675.8K
Full reported line items
Total assets (EOY)
$14,964,962
Total liabilities (EOY)
$0
Net assets (EOY)
$14,964,962
Employer contributions
$129,543
Participant contributions
$675,816
Total income / additions
$3,620,119
Benefits paid
$2,129,709
Administrative expenses
$1,544
Total expenses
$2,131,253
Net increase / (decrease)
$1,488,866
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $463 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015163532NAL0048934880001 cover?
It is the 2023 Form 5500 filing for Hirsch/Bedner Associates 401(K) Plan, reported by Hirsch Bedner & Associates (EIN 95-6105057).
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).

Related Form 5500 pages