2023 Form 5500 filing — Benesch, Friedlander, Coplan & Aronoff Elective Savings And 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 20241009142449NAL0010716803001) for Benesch, Friedlander, Coplan & Aronoff Elective Savings And Profit Sharing Plan, reported by Benesch, Friedlander, Coplan & Aronoff Llp under EIN 34-6596918 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009142449NAL0010716803001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Benesch, Friedlander, Coplan & Aronoff Llp
- EIN
- 34-6596918
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $174,326,453
- Total liabilities (EOY)
- $103,400
- Net assets (EOY)
- $174,223,053
- Employer contributions
- $6,001,523
- Participant contributions
- $9,672,661
- Total income / additions
- $40,798,392
- Benefits paid
- $17,573,797
- Administrative expenses
- $73,706
- Total expenses
- $17,648,418
- Net increase / (decrease)
- $23,149,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ellsworth Advisors LLC | ADVISOR | $120,147 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$53,441 | $0 |