Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P. C Cash Balance Plan — Form 5500 plan (Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P.C.)

Plain-English plan 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, Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P. C Cash Balance Plan is a benefit plan reported by Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P.C. under EIN 04-2718459 and plan number 005. The latest loaded filing year is 2023. The filing reports 124 participants and $20,251,872 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P.C.
EIN
04-2718459
Plan number
005
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
124
End-of-year plan assets
$20,251,872

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023124H, C20250114123243NAL0031685840001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,251,872
Total liabilities (EOY)
$0
Net assets (EOY)
$20,251,872
Net assets (BOY)
$17,003,627

Income & contributions

Employer contributions
$3,580,422
Total contributions
$3,580,422
Total income / additions
$5,530,292

Expenses & distributions

Benefits paid
$2,263,505
Administrative expenses
$18,542
Total expenses
$2,282,047
Net increase / (decrease)
$3,248,245

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alliance Bernstein LpNONE$18,542not reported in the loaded dataset2023

Related Form 5500 pages