2023 Form 5500 filing — Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(K) 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 20241007094841NAL0030495778001) for Flaherty, Sensabaugh & Bonasso, P.L.L.C. 401(K) Plan, reported by Flaherty, Sensabaugh & Bonasso, P.L.L.C under EIN 55-0710558 and plan number 001. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007094841NAL0030495778001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Flaherty, Sensabaugh & Bonasso, P.L.L.C
- EIN
- 55-0710558
- Plan number
- 001
- Location
- Charleston, WV
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,573,523
- Net assets (EOY)
- $49,573,523
- Employer contributions
- $901,645
- Participant contributions
- $602,977
- Total income / additions
- $9,582,779
- Benefits paid
- $2,036,869
- Administrative expenses
- $212,902
- Total expenses
- $2,249,771
- Net increase / (decrease)
- $7,333,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mckinley Carter Trust Company | INVESTMENT MA NAGER | $85,683 | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT ADVISOR | $52,436 | not reported in the loaded dataset |
| Argent Trust Company, N.A | INVESTMENT MA NAGER | $46,203 | not reported in the loaded dataset |
| Cerity Partners | INVESTMENT MA NAGER | $21,521 | not reported in the loaded dataset |
| Matt Mathias | INVESTMENT MA NAGER | $13,297 | not reported in the loaded dataset |
| Janney Mongtomery Scott | INVESTMENT MANAGER | $7,383 | not reported in the loaded dataset |
| Gamble Jones Murphy Brent | INVESTMENT MANAGER | $6,624 | not reported in the loaded dataset |
| Capital Group Retirment Plan Servic | RECORDKEEPER | $1,062 | not reported in the loaded dataset |