2023 Form 5500 filing — Armanino Llp 401(K) Profit Sharing 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 20240828173211NAL0005900851001) for Armanino Llp 401(K) Profit Sharing Plan, reported by Armanino Llp under EIN 94-6214841 and plan number 002. It reports 3,094 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828173211NAL0005900851001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Armanino Llp
- EIN
- 94-6214841
- Plan number
- 002
- Location
- San Ramon, CA
- Participants
- 3,094
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $289,957,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $289,957,946
- Employer contributions
- $10,526,063
- Participant contributions
- $26,174,663
- Total income / additions
- $89,787,695
- Benefits paid
- $16,856,155
- Administrative expenses
- $376,779
- Total expenses
- $17,232,934
- Net increase / (decrease)
- $72,554,761
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman | NONE | $266,422 | not reported in the loaded dataset |
| Mai Capital Management LLC | NONE | $37,994 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $27,316 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $21,881 | $0 |
| Brand Asset Mgmt Group | NONE | $11,513 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,131 | $0 |