2023 Form 5500 filing — Ford, Walker, Haggerty & Behar, Llp 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 20241011164541NAL0012770163001) for Ford, Walker, Haggerty & Behar, Llp 401(K) Plan, reported by Ford, Walker, Haggerty & Behar, Llp under EIN 33-0485182 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164541NAL0012770163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ford, Walker, Haggerty & Behar, Llp
- EIN
- 33-0485182
- Plan number
- 002
- Location
- Long Beach, CA
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,278,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,278,649
- Employer contributions
- $616,754
- Participant contributions
- $1,040,798
- Total income / additions
- $6,752,054
- Benefits paid
- $4,152,272
- Administrative expenses
- $75,566
- Total expenses
- $4,254,625
- Net increase / (decrease)
- $2,497,429
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORD-KEEPER | $58,881 | not reported in the loaded dataset |
| West Oak Capital | INVESTMENT ADVISOR | $16,685 | not reported in the loaded dataset |
| Mg Trust Company Dba Matrix Trust C | TRUSTEERECORD-KEEPER | $0 | $1,862 |