Seltzer Caplan Mcmahon Vitek Incentive Plan — Form 5500 plan (Seltzer Caplan Mcmahon Vitek, 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, Seltzer Caplan Mcmahon Vitek Incentive Plan is a benefit plan reported by Seltzer Caplan Mcmahon Vitek, A Law Corporation under EIN 95-2665305 and plan number 001. The latest loaded filing year is 2023. The filing reports 108 participants and $33,146,924 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seltzer Caplan Mcmahon Vitek, A Law Corporation
- EIN
- 95-2665305
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 108
- End-of-year plan assets
- $33,146,924
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 108 | H, C | 20240726165838NAL0010444643001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,146,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,146,924
- Net assets (BOY)
- $30,007,843
Income & contributions
- Employer contributions
- $168,928
- Participant contributions
- $956,610
- Total contributions
- $1,189,732
- Total income / additions
- $6,049,991
Expenses & distributions
- Benefits paid
- $2,848,436
- Administrative expenses
- $62,474
- Total expenses
- $2,910,910
- Net increase / (decrease)
- $3,139,081
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $36,740 | $0 | 2023 |
| Considine & Considine | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Dowling & Yahnke | NONE | $8,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seltzer Caplan Mcmahon Vitek, A Law Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- The Vanguard Group, Inc. — Schedule C compensation
- Considine & Considine — Schedule C compensation
- Dowling & Yahnke — Schedule C compensation