2023 Form 5500 filing — Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(K) Plan Ii
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 20240829083418NAL0012892529002) for Babst Calland Clements & Zomnir, P.C. Associates Profit Sharing 401(K) Plan Ii, reported by Babst, Calland, Clements & Zomnir, P.C. under EIN 25-1523683 and plan number 002. It reports 117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829083418NAL0012892529002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Babst, Calland, Clements & Zomnir, P.C.
- EIN
- 25-1523683
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,694,063
- Net assets (EOY)
- $8,694,063
- Employer contributions
- $130,868
- Participant contributions
- $542,439
- Total income / additions
- $2,903,852
- Benefits paid
- $905,846
- Administrative expenses
- $15,503
- Total expenses
- $921,349
- Net increase / (decrease)
- $1,982,503
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Wealth Mgmt. Adv. | INVESTMENT ADVISOR | $7,290 | not reported in the loaded dataset |
| Schneider Downs Ret. Solutions | RECORDKEEPER | $6,057 | not reported in the loaded dataset |