Hopkins & Carley 401(K)Plan — Form 5500 plan (Hopkins & Carley, A Law Corporation)
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, Hopkins & Carley 401(K)Plan is a benefit plan reported by Hopkins & Carley, A Law Corporation under EIN 94-2156511 and plan number 002. The latest loaded filing year is 2023. The filing reports 198 participants and $74,213,072 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hopkins & Carley, A Law Corporation
- EIN
- 94-2156511
- Plan number
- 002
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 198
- End-of-year plan assets
- $74,213,072
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 198 | H, C | 20241014124342NAL0013295155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,213,072
- Net assets (EOY)
- $74,213,072
- Net assets (BOY)
- $63,412,416
Income & contributions
- Employer contributions
- $2,341,281
- Participant contributions
- $2,017,082
- Total contributions
- $4,687,756
- Total income / additions
- $15,643,447
Expenses & distributions
- Benefits paid
- $4,629,166
- Administrative expenses
- $213,625
- Total expenses
- $4,842,791
- Net increase / (decrease)
- $10,800,656
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Bank & Trust Co | NONE | $177,440 | not reported in the loaded dataset | 2023 |
| Bailard Inc | NONE | $14,618 | not reported in the loaded dataset | 2023 |
| Kcm Investment Advisors LLC | NONE | $13,625 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,197 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $152 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hopkins & Carley, A Law Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Jose, CA
- Merrill Lynch Bank & Trust Co — Schedule C compensation
- Bailard Inc — Schedule C compensation
- Kcm Investment Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation