2023 Form 5500 filing — Obermayer Rebmann Maxwell & Hippel Llp Retirement 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 20241014134327NAL0013383619001) for Obermayer Rebmann Maxwell & Hippel Llp Retirement Plan, reported by Obermayer Rebmann Maxwell & Hippel Llp under EIN 23-0549120 and plan number 002. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134327NAL0013383619001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Obermayer Rebmann Maxwell & Hippel Llp
- EIN
- 23-0549120
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,286,132
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,286,132
- Employer contributions
- $1,449,235
- Participant contributions
- $1,915,082
- Total income / additions
- $12,994,164
- Benefits paid
- $1,767,710
- Administrative expenses
- $79,268
- Total expenses
- $1,846,978
- Net increase / (decrease)
- $11,147,186
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Inst Ops Co | RECORDKEEPER | $35,693 | $0 |
| Merrill Lynch | INV ADVISORY | $16,731 | not reported in the loaded dataset |
| Equitable Advisors | CONSULTANT | $13,532 | not reported in the loaded dataset |
| Stifel, Nicolaus & Company, Inc. | NONE | $5,686 | not reported in the loaded dataset |
| Northwestern Mutual - Nmwmc | CONTRACT ADMINISTRATOR | $5,081 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | INV. ADVISORY | $1,514 | not reported in the loaded dataset |
| Talcott Resolution Life Ins Co | CONTRACT ADMININSTRATOR | $1,150 | not reported in the loaded dataset |