Hanson Bridgett Llp Profit Sharing Plan — Form 5500 plan (Hanson Bridgett 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, Hanson Bridgett Llp Profit Sharing Plan is a benefit plan reported by Hanson Bridgett Llp under EIN 94-1205338 and plan number 001. The latest loaded filing year is 2023. The filing reports 373 participants and $152,942,006 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hanson Bridgett Llp
- EIN
- 94-1205338
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 373
- End-of-year plan assets
- $152,942,006
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 373 | H, C | 20241014191511NAL0027001425002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $152,942,006
- Net assets (EOY)
- $152,942,006
- Net assets (BOY)
- $129,524,907
Income & contributions
- Employer contributions
- $4,105,116
- Participant contributions
- $3,513,899
- Total contributions
- $7,970,775
- Total income / additions
- $28,936,966
Expenses & distributions
- Benefits paid
- $3,051,929
- Administrative expenses
- $186,640
- Total expenses
- $3,238,569
- Net increase / (decrease)
- $25,698,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mariner LLC | NONE | $111,905 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $34,210 | not reported in the loaded dataset | 2023 |
| Waypoint Wealth Partners Inc | NONE | $16,033 | not reported in the loaded dataset | 2023 |
| Perigonn Wealth Management LLC | NONE | $15,724 | not reported in the loaded dataset | 2023 |
| Cambridge Investment Research | NONE | $5,382 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $277 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hanson Bridgett Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Mariner LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Waypoint Wealth Partners Inc — Schedule C compensation
- Perigonn Wealth Management LLC — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation