2023 Form 5500 filing — Kessler Topaz Meltzer & Check, Llp 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 20241010192707NAL0011849907001) for Kessler Topaz Meltzer & Check, Llp 401(K) Profit Sharing Plan, reported by Kessler, Topaz, Meltzer & Check, Llp under EIN 23-2977382 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010192707NAL0011849907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kessler, Topaz, Meltzer & Check, Llp
- EIN
- 23-2977382
- Plan number
- 002
- Location
- Radnor, PA
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,299,848
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,299,848
- Employer contributions
- $1,162,055
- Participant contributions
- $2,062,288
- Total income / additions
- $10,922,301
- Benefits paid
- $2,123,931
- Administrative expenses
- $101,051
- Total expenses
- $2,224,982
- Net increase / (decrease)
- $8,697,319
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cornerstone Advisors Asset Mgmt LLC | INVESTEMENT ADVISOR | $50,388 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | CONTRACT ADMINISTRATOR | $36,563 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $14,100 | not reported in the loaded dataset |