Sycr 401(K) Profit Sharing Plan — Form 5500 plan (Stradling Yocca Carlson & Rauth, P.C.)
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, Sycr 401(K) Profit Sharing Plan is a benefit plan reported by Stradling Yocca Carlson & Rauth, P.C. under EIN 95-3347002 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $104,160,969 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stradling Yocca Carlson & Rauth, P.C.
- EIN
- 95-3347002
- Plan number
- 001
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $104,160,969
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241014170447NAL0046920016001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $104,160,969
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $104,160,969
- Net assets (BOY)
- $93,259,451
Income & contributions
- Employer contributions
- $3,002,720
- Participant contributions
- $1,637,679
- Total contributions
- $5,642,161
- Total income / additions
- $20,773,305
Expenses & distributions
- Benefits paid
- $9,804,471
- Administrative expenses
- $132,726
- Total expenses
- $9,937,197
- Net increase / (decrease)
- $10,836,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch | ADVISOR | $46,532 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services | ADVISOR | $20,813 | not reported in the loaded dataset | 2023 |
| Spinnaker Investment Group LLC | ADVISOR | $18,700 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $16,137 | $0 | 2023 |
| Pacific Financial Group, Inc | ADVISOR | $15,682 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors LLC | ADVISOR | $14,136 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stradling Yocca Carlson & Rauth, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Merrill Lynch — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Spinnaker Investment Group LLC — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Pacific Financial Group, Inc — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation