Kessler Topaz Meltzer & Check, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Kessler, Topaz, Meltzer & Check, 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, Kessler Topaz Meltzer & Check, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Kessler, Topaz, Meltzer & Check, Llp under EIN 23-2977382 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $49,299,848 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kessler, Topaz, Meltzer & Check, Llp
- EIN
- 23-2977382
- Plan number
- 002
- Plan type
- 2
- Location
- Radnor, PA
- Latest filing year
- 2023
- Participants
- 263
- End-of-year plan assets
- $49,299,848
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 263 | H, C | 20241010192707NAL0011849907001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,299,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,299,848
- Net assets (BOY)
- $40,602,529
Income & contributions
- Employer contributions
- $1,162,055
- Participant contributions
- $2,062,288
- Total contributions
- $3,254,223
- Total income / additions
- $10,922,301
Expenses & distributions
- Benefits paid
- $2,123,931
- Administrative expenses
- $101,051
- Total expenses
- $2,224,982
- Net increase / (decrease)
- $8,697,319
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cornerstone Advisors Asset Mgmt LLC | INVESTEMENT ADVISOR | $50,388 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | CONTRACT ADMINISTRATOR | $36,563 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $14,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kessler, Topaz, Meltzer & Check, Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Radnor, PA
- Cornerstone Advisors Asset Mgmt LLC — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation