2023 Form 5500 filing — The Webb Law Firm 401(K) Profit Sharing Plan And Trust
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 20240924123302NAL0004689795001) for The Webb Law Firm 401(K) Profit Sharing Plan And Trust, reported by The Webb Law Firm under EIN 25-1216627 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924123302NAL0004689795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Webb Law Firm
- EIN
- 25-1216627
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,829,079
- Total liabilities (EOY)
- $606
- Net assets (EOY)
- $45,828,473
- Employer contributions
- $1,208,218
- Participant contributions
- $1,098,225
- Total income / additions
- $9,413,500
- Benefits paid
- $352,859
- Administrative expenses
- $70,826
- Total expenses
- $423,685
- Net increase / (decrease)
- $8,989,815
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Robert W Baird & Co Inc | INVESTMENT ADVISOR | $76,222 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $975 | $0 |