2023 Form 5500 filing — Ziffren Brittenham Llp 401(K) Profit Sharing 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 20241015160908NAL0016841635001) for Ziffren Brittenham Llp 401(K) Profit Sharing Plan, reported by Ziffren Brittenham Llp under EIN 95-3303328 and plan number 002. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015160908NAL0016841635001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ziffren Brittenham Llp
- EIN
- 95-3303328
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $61,983,695
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,983,695
- Employer contributions
- $2,864,057
- Participant contributions
- $751,528
- Total income / additions
- $12,413,736
- Benefits paid
- $5,817,047
- Administrative expenses
- $265,582
- Total expenses
- $6,082,629
- Net increase / (decrease)
- $6,331,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | NONE | $109,455 | not reported in the loaded dataset |
| Danielle Prunier | NONE | $108,627 | not reported in the loaded dataset |
| Lindbrook Capital, LLC | NONE | $18,406 | not reported in the loaded dataset |
| Eileen Bohn | NONE | $16,824 | not reported in the loaded dataset |
| Mark Tunney | NONE | $11,144 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |