2023 Form 5500 filing — Testan Law Apc 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 20240911163736NAL0003778467001) for Testan Law Apc 401(K) Profit Sharing Plan, reported by Testan Law Apc under EIN 33-0691769 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911163736NAL0003778467001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Testan Law Apc
- EIN
- 33-0691769
- Plan number
- 001
- Location
- Westlake Village, CA
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,434,353
- Net assets (EOY)
- $22,434,353
- Participant contributions
- $879,003
- Total income / additions
- $4,298,440
- Benefits paid
- $2,936,799
- Administrative expenses
- $99,023
- Total expenses
- $3,035,822
- Net increase / (decrease)
- $1,262,618
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliant Retirement Services | INVESTMENT ADVISOR | $41,474 | $0 |
| John Hancock Usa | RECORDKEEPER | $6,401 | $0 |