2023 Form 5500 filing — Pachulski, Stang, Ziehl, & Jones Llp 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 20241015170524NAL0030439601001) for Pachulski, Stang, Ziehl, & Jones Llp Profit Sharing Plan, reported by Pachulski Stang Ziehl & Jones Llp under EIN 95-3823150 and plan number 001. It reports 133 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170524NAL0030439601001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pachulski Stang Ziehl & Jones Llp
- EIN
- 95-3823150
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 133
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $126,610,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,610,189
- Employer contributions
- $1,987,059
- Participant contributions
- $1,812,983
- Total income / additions
- $23,902,097
- Benefits paid
- $881,048
- Administrative expenses
- $2,837
- Total expenses
- $883,885
- Net increase / (decrease)
- $23,018,212
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Signature Estate & Investment | ADVISOR | $14,413 | $0 |
| Beacon Pointe Advisors LLC | ADVISOR | $13,741 | $0 |
| Schwab Retirement Plan Services, In | NONE | $2,837 | $0 |
| Charles Schwab & Co., Inc | NONE | $2,056 | $0 |