Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Jeffer Mangels Butler & Mitchell 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, Jeffer Mangels Butler & Mitchell Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Jeffer Mangels Butler & Mitchell Llp under EIN 95-3669194 and plan number 003. The latest loaded filing year is 2023. The filing reports 217 participants and $135,002,603 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffer Mangels Butler & Mitchell Llp
- EIN
- 95-3669194
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 217
- End-of-year plan assets
- $135,002,603
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 217 | H, C | 20240911133054NAL0003671267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,002,603
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,002,603
- Net assets (BOY)
- $120,169,501
Income & contributions
- Employer contributions
- $2,800,714
- Participant contributions
- $2,117,895
- Total contributions
- $7,036,061
- Total income / additions
- $24,072,825
Expenses & distributions
- Benefits paid
- $7,718,952
- Administrative expenses
- $195,003
- Total expenses
- $7,913,955
- Net increase / (decrease)
- $16,158,870
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $118,120 | $0 | 2023 |
| Graystone Consulting | CONSULTANT | $76,883 | not reported in the loaded dataset | 2023 |