Plan5500

Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(K) Plan Ii — Form 5500 plan (Babst, Calland, Clements & Zomnir, 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, Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(K) Plan Ii is a benefit plan reported by Babst, Calland, Clements & Zomnir, P.C. under EIN 25-1523683 and plan number 002. The latest loaded filing year is 2023. The filing reports 117 participants and $8,694,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Babst, Calland, Clements & Zomnir, P.C.
EIN
25-1523683
Plan number
002
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
117
End-of-year plan assets
$8,694,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023117H, C20240829083418NAL0012892529002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,694,063
Net assets (EOY)
$8,694,063
Net assets (BOY)
$6,870,104

Income & contributions

Employer contributions
$130,868
Participant contributions
$542,439
Total contributions
$1,650,260
Total income / additions
$2,903,852

Expenses & distributions

Benefits paid
$905,846
Administrative expenses
$15,503
Total expenses
$921,349
Net increase / (decrease)
$1,982,503

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schneider Downs Wealth Mgmt. Adv.INVESTMENT ADVISOR$7,290not reported in the loaded dataset2023
Schneider Downs Ret. SolutionsRECORDKEEPER$6,057not reported in the loaded dataset2023

Related Form 5500 pages