Procopio Cory Hargreaves & Savitch Llp Nonpartner Attorney 401(K) 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 Nonpartner Attorney 401(K) Plan is a benefit plan reported by Procopio, Cory, Hargreaves & Savitch Llp under EIN 95-1634364 and plan number 003. The latest loaded filing year is 2023. The filing reports 269 participants and $13,915,137 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
003
Plan type
2
Location
San Diego, CA
Latest filing year
2023
Participants
269
End-of-year plan assets
$13,915,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241015204139NAL0030876049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,915,137
Total liabilities (EOY)
$0
Net assets (EOY)
$13,915,137
Net assets (BOY)
$12,100,852

Income & contributions

Participant contributions
$1,039,825
Total contributions
$1,168,880
Total income / additions
$3,242,117

Expenses & distributions

Benefits paid
$463,677
Administrative expenses
$11,010
Total expenses
$474,687
Net increase / (decrease)
$2,767,430

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.NONE$5,719not reported in the loaded dataset2023
Grp FinancialNONE$5,000not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages