Tucker Ellis Llp Counsel & Associates Retirement Plan — Form 5500 plan (Tucker Ellis Llp)
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, Tucker Ellis Llp Counsel & Associates Retirement Plan is a benefit plan reported by Tucker Ellis Llp under EIN 20-0073899 and plan number 002. The latest loaded filing year is 2023. The filing reports 178 participants and $24,109,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tucker Ellis Llp
- EIN
- 20-0073899
- Plan number
- 002
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $24,109,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20241015082849NAL0015986995001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,109,411
- Net assets (EOY)
- $24,109,411
- Net assets (BOY)
- $19,329,939
Income & contributions
- Participant contributions
- $2,077,703
- Total contributions
- $2,591,060
- Total income / additions
- $6,165,532
Expenses & distributions
- Benefits paid
- $757,809
- Administrative expenses
- $53,494
- Total expenses
- $811,303
- Net increase / (decrease)
- $5,354,229
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $22,605 | not reported in the loaded dataset | 2023 |
| Ancora Family Wealth Advisors | NONE | $16,228 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Servi | NONE | $14,455 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $16 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tucker Ellis Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Ancora Family Wealth Advisors — Schedule C compensation
- Cbiz Investment Advisory Servi — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation