Obermayer Rebmann Maxwell & Hippel Llp Retirement Plan — Form 5500 plan (Obermayer Rebmann Maxwell & Hippel 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, Obermayer Rebmann Maxwell & Hippel Llp Retirement Plan is a benefit plan reported by Obermayer Rebmann Maxwell & Hippel Llp under EIN 23-0549120 and plan number 002. The latest loaded filing year is 2023. The filing reports 288 participants and $76,286,132 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Obermayer Rebmann Maxwell & Hippel Llp
- EIN
- 23-0549120
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 288
- End-of-year plan assets
- $76,286,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 288 | H, C | 20241014134327NAL0013383619001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,286,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,286,132
- Net assets (BOY)
- $65,138,946
Income & contributions
- Employer contributions
- $1,449,235
- Participant contributions
- $1,915,082
- Total contributions
- $3,364,840
- Total income / additions
- $12,994,164
Expenses & distributions
- Benefits paid
- $1,767,710
- Administrative expenses
- $79,268
- Total expenses
- $1,846,978
- Net increase / (decrease)
- $11,147,186
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $35,693 | $0 | 2023 |
| Merrill Lynch | INV ADVISORY | $16,731 | not reported in the loaded dataset | 2023 |
| Equitable Advisors | CONSULTANT | $13,532 | not reported in the loaded dataset | 2023 |
| Stifel, Nicolaus & Company, Inc. | NONE | $5,686 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual - Nmwmc | CONTRACT ADMINISTRATOR | $5,081 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | INV. ADVISORY | $1,514 | not reported in the loaded dataset | 2023 |
| Talcott Resolution Life Ins Co | CONTRACT ADMININSTRATOR | $1,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Obermayer Rebmann Maxwell & Hippel Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Fid Inv Inst Ops Co — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Equitable Advisors — Schedule C compensation
- Stifel, Nicolaus & Company, Inc. — Schedule C compensation
- Northwestern Mutual - Nmwmc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Talcott Resolution Life Ins Co — Schedule C compensation