2023 Form 5500 filing — Tucker Ellis Llp Retirement Savings 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 20241015084508NAL0029048769001) for Tucker Ellis Llp Retirement Savings Plan, reported by Tucker Ellis Llp under EIN 20-0073899 and plan number 001. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084508NAL0029048769001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tucker Ellis Llp
- EIN
- 20-0073899
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $118,412,535
- Net assets (EOY)
- $118,412,535
- Employer contributions
- $3,989,275
- Participant contributions
- $4,038,253
- Total income / additions
- $29,365,252
- Benefits paid
- $8,776,086
- Administrative expenses
- $188,718
- Total expenses
- $8,964,804
- Net increase / (decrease)
- $20,400,448
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $84,240 | not reported in the loaded dataset |
| Ancora Family Wealth Advisors | NONE | $63,170 | not reported in the loaded dataset |
| Cbiz Investment Advisory Servi | NONE | $35,421 | not reported in the loaded dataset |
| Mai Capital Management LLC | NONE | $5,887 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $404 | $0 |