Ziffren Brittenham Llp 401(K) Profit Sharing Plan — Form 5500 plan (Ziffren Brittenham 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, Ziffren Brittenham Llp 401(K) Profit Sharing Plan is a benefit plan reported by Ziffren Brittenham Llp under EIN 95-3303328 and plan number 002. The latest loaded filing year is 2023. The filing reports 110 participants and $61,983,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ziffren Brittenham Llp
- EIN
- 95-3303328
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $61,983,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20241015160908NAL0016841635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,983,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,983,695
- Net assets (BOY)
- $55,652,588
Income & contributions
- Employer contributions
- $2,864,057
- Participant contributions
- $751,528
- Total contributions
- $3,648,344
- Total income / additions
- $12,413,736
Expenses & distributions
- Benefits paid
- $5,817,047
- Administrative expenses
- $265,582
- Total expenses
- $6,082,629
- Net increase / (decrease)
- $6,331,107
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | NONE | $109,455 | not reported in the loaded dataset | 2023 |
| Danielle Prunier | NONE | $108,627 | not reported in the loaded dataset | 2023 |
| Lindbrook Capital, LLC | NONE | $18,406 | not reported in the loaded dataset | 2023 |
| Eileen Bohn | NONE | $16,824 | not reported in the loaded dataset | 2023 |
| Mark Tunney | NONE | $11,144 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ziffren Brittenham Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Oneamerica Retirement Services — Schedule C compensation
- Danielle Prunier — Schedule C compensation
- Lindbrook Capital, LLC — Schedule C compensation
- Eileen Bohn — Schedule C compensation
- Mark Tunney — Schedule C compensation
- Matrix Trust Company — Schedule C compensation