Coblentz Patch Duffy & Bass Llp 401(K) Profit Sharing Plan — Form 5500 plan (Coblentz, Patch, Duffy & Bass 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, Coblentz Patch Duffy & Bass Llp 401(K) Profit Sharing Plan is a benefit plan reported by Coblentz, Patch, Duffy & Bass Llp under EIN 94-1244910 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $97,602,245 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coblentz, Patch, Duffy & Bass Llp
- EIN
- 94-1244910
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 208
- End-of-year plan assets
- $97,602,245
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 208 | H, C | 20241001131623NAL0012407104001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,602,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,602,245
- Net assets (BOY)
- $87,055,914
Income & contributions
- Employer contributions
- $2,874,248
- Participant contributions
- $2,494,308
- Total contributions
- $7,602,850
- Total income / additions
- $23,584,743
Expenses & distributions
- Benefits paid
- $14,165,485
- Administrative expenses
- $10,744
- Total expenses
- $14,176,229
- Net increase / (decrease)
- $9,408,514
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,246 | $0 | 2023 |
| Wealth Management Systems Inc | NONE | $0 | $0 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$3,605 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Coblentz, Patch, Duffy & Bass Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Strategic Advisors, Inc. — Schedule C compensation
- Wealth Management Systems Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation