The Sam Bernstein Law Firm Pll 401(K) Profit Sharing Plan & Trust — Form 5500 plan (The Sam Bernstein Law Firm Pll)
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, The Sam Bernstein Law Firm Pll 401(K) Profit Sharing Plan & Trust is a benefit plan reported by The Sam Bernstein Law Firm Pll under EIN 27-1466737 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $15,343,804 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sam Bernstein Law Firm Pll
- EIN
- 27-1466737
- Plan number
- 001
- Plan type
- 2
- Location
- Farmington Hills, MI
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $15,343,804
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20250424094318NAL0004081635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,343,804
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,343,804
- Net assets (BOY)
- $12,301,657
Income & contributions
- Employer contributions
- $456,125
- Participant contributions
- $910,369
- Total contributions
- $1,371,870
- Total income / additions
- $3,339,166
Expenses & distributions
- Benefits paid
- $247,990
- Administrative expenses
- $49,029
- Total expenses
- $297,019
- Net increase / (decrease)
- $3,042,147
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner | INVESTMENT ADVISORY PLAN | $32,693 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $16,188 | not reported in the loaded dataset | 2023 |