Buchalter Associate Attorney 401(K) Plan — Form 5500 plan (Buchalter, A Professional 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, Buchalter Associate Attorney 401(K) Plan is a benefit plan reported by Buchalter, A Professional Corporation under EIN 95-2640846 and plan number 004. The latest loaded filing year is 2023. The filing reports 197 participants and $24,569,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buchalter, A Professional Corporation
EIN
95-2640846
Plan number
004
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
197
End-of-year plan assets
$24,569,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20241014162803NAL0046806288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,569,964
Total liabilities (EOY)
$0
Net assets (EOY)
$24,569,964
Net assets (BOY)
$19,683,676

Income & contributions

Participant contributions
$2,262,925
Total contributions
$3,008,302
Total income / additions
$6,462,131

Expenses & distributions

Benefits paid
$1,452,484
Administrative expenses
$40,824
Total expenses
$1,493,308
Net increase / (decrease)
$4,968,823

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORD-KEEPER$22,767$02023
Merrill Lynch RetirementADVISOR$18,057not reported in the loaded dataset2023

Related Form 5500 pages