Procopio Cory Hargreaves & Savitch Llp 401(K) Profit Sharing Plan — Form 5500 plan (Procopio, Cory, Hargreaves & Savitch 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, Procopio Cory Hargreaves & Savitch Llp 401(K) Profit Sharing Plan is a benefit plan reported by Procopio, Cory, Hargreaves & Savitch Llp under EIN 95-1634364 and plan number 002. The latest loaded filing year is 2023. The filing reports 517 participants and $166,663,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Procopio, Cory, Hargreaves & Savitch Llp
EIN
95-1634364
Plan number
002
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
517
End-of-year plan assets
$166,663,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023517H, C20241015205000NAL0015395075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$166,663,436
Total liabilities (EOY)
$0
Net assets (EOY)
$166,663,436
Net assets (BOY)
$153,588,175

Income & contributions

Employer contributions
$4,397,023
Participant contributions
$3,193,138
Total contributions
$7,835,608
Total income / additions
$30,194,307

Expenses & distributions

Benefits paid
$17,756,647
Administrative expenses
$315,544
Total expenses
$18,072,191
Net increase / (decrease)
$12,122,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$83,127$02023
Grp FinancialNONE$46,235not reported in the loaded dataset2023
Milliman, Inc.NONE$45,450not reported in the loaded dataset2023

Related Form 5500 pages