2023 Form 5500 filing — Seltzer Caplan Mcmahon Vitek Incentive Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240726165838NAL0010444643001) for Seltzer Caplan Mcmahon Vitek Incentive Plan, reported by Seltzer Caplan Mcmahon Vitek, A Law Corporation under EIN 95-2665305 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726165838NAL0010444643001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seltzer Caplan Mcmahon Vitek, A Law Corporation
- EIN
- 95-2665305
- Plan number
- 001
- Location
- San Diego, CA
- Participants
- 108
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,146,924
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,146,924
- Employer contributions
- $168,928
- Participant contributions
- $956,610
- Total income / additions
- $6,049,991
- Benefits paid
- $2,848,436
- Administrative expenses
- $62,474
- Total expenses
- $2,910,910
- Net increase / (decrease)
- $3,139,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $36,740 | $0 |
| Considine & Considine | NONE | $18,000 | not reported in the loaded dataset |
| Dowling & Yahnke | NONE | $8,283 | not reported in the loaded dataset |