Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan — Form 5500 plan (Weintraub Tobin Chediak Coleman Grodin Law)
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, Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan is a benefit plan reported by Weintraub Tobin Chediak Coleman Grodin Law under EIN 68-0231351 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $57,868,543 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Weintraub Tobin Chediak Coleman Grodin Law
- EIN
- 68-0231351
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $57,868,543
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015121709NAL0047847904001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,868,543
- Total liabilities (EOY)
- $30,000
- Net assets (EOY)
- $57,838,543
- Net assets (BOY)
- $51,836,465
Income & contributions
- Employer contributions
- $1,459,796
- Participant contributions
- $1,729,937
- Total contributions
- $3,262,400
- Total income / additions
- $11,152,739
Expenses & distributions
- Benefits paid
- $5,024,786
- Administrative expenses
- $125,875
- Total expenses
- $5,150,661
- Net increase / (decrease)
- $6,002,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | TPA | $61,383 | not reported in the loaded dataset | 2023 |
| Nfp Retirement, In | INVESTMENT ADVISOR | $22,306 | not reported in the loaded dataset | 2023 |
| Allworth Financial | FINANCIAL ADVISOR | $21,120 | not reported in the loaded dataset | 2023 |