Bender Rosenthal, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Bender Rosenthal, Inc.)
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, Bender Rosenthal, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Bender Rosenthal, Inc. under EIN 41-2034507 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $10,440,411 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bender Rosenthal, Inc.
- EIN
- 41-2034507
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 118
- End-of-year plan assets
- $10,440,411
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20240820182137NAL0002916865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,440,411
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,411
- Net assets (BOY)
- $9,862,440
Income & contributions
- Employer contributions
- $115,884
- Participant contributions
- $400,387
- Total contributions
- $742,112
- Total income / additions
- $2,188,239
Expenses & distributions
- Benefits paid
- $1,561,920
- Administrative expenses
- $48,348
- Total expenses
- $1,610,268
- Net increase / (decrease)
- $577,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Miracle Mile Advisors LLC | INVESTMENT ADVISOR | $24,338 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,520 | $0 | 2023 |
| Bidwell Consulting Services Inc | CONTRACT ADMIN | $5,627 | $5,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bender Rosenthal, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Sacramento, CA
- Miracle Mile Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Bidwell Consulting Services Inc — Schedule C compensation