2023 Form 5500 filing — Calfee, Halter & Griswold Llp Profit Sharing Trust And 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 20241014150759NAL0013504867003) for Calfee, Halter & Griswold Llp Profit Sharing Trust And Plan, reported by Calfee Halter & Griswold, Llp under EIN 34-0732302 and plan number 001. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014150759NAL0013504867003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Calfee Halter & Griswold, Llp
- EIN
- 34-0732302
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $190,778,101
- Net assets (EOY)
- $190,778,101
- Employer contributions
- $3,738,851
- Participant contributions
- $2,105,210
- Total income / additions
- $31,653,956
- Benefits paid
- $23,480,790
- Administrative expenses
- $183,577
- Total expenses
- $23,664,367
- Net increase / (decrease)
- $7,989,589
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sanford Bernstein | NONE | $78,337 | not reported in the loaded dataset |
| Ubs Financial | NONE | $50,221 | not reported in the loaded dataset |
| Charles Schwab | NONE | $18,642 | not reported in the loaded dataset |
| Ebs Asset Management | NONE | $13,738 | not reported in the loaded dataset |
| Fidelity Management | NONE | $10,794 | not reported in the loaded dataset |
| Ancora Advisors | NONE | $7,271 | not reported in the loaded dataset |