2023 Form 5500 filing — Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral 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 20241015121709NAL0047847904001) for Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan, reported by Weintraub Tobin Chediak Coleman Grodin Law under EIN 68-0231351 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121709NAL0047847904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Weintraub Tobin Chediak Coleman Grodin Law
- EIN
- 68-0231351
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,868,543
- Total liabilities (EOY)
- $30,000
- Net assets (EOY)
- $57,838,543
- Employer contributions
- $1,459,796
- Participant contributions
- $1,729,937
- Total income / additions
- $11,152,739
- Benefits paid
- $5,024,786
- Administrative expenses
- $125,875
- Total expenses
- $5,150,661
- Net increase / (decrease)
- $6,002,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan | TPA | $61,383 | not reported in the loaded dataset |
| Nfp Retirement, In | INVESTMENT ADVISOR | $22,306 | not reported in the loaded dataset |
| Allworth Financial | FINANCIAL ADVISOR | $21,120 | not reported in the loaded dataset |