2023 Form 5500 filing — Ellis George Cipollone O'Brien Llp 401(K) 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 20241015185922NAL0050987936001) for Ellis George Cipollone O'Brien Llp 401(K) Plan, reported by Ellis George Cipollone O'Brien Llp under EIN 95-3970923 and plan number 004. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185922NAL0050987936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ellis George Cipollone O'Brien Llp
- EIN
- 95-3970923
- Plan number
- 004
- Location
- Los Angeles, CA
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,979,482
- Total liabilities (EOY)
- $28,497
- Net assets (EOY)
- $11,950,985
- Employer contributions
- $743,993
- Participant contributions
- $1,119,748
- Total income / additions
- $3,599,000
- Benefits paid
- $901,219
- Administrative expenses
- $54,991
- Total expenses
- $956,210
- Net increase / (decrease)
- $2,642,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $30,927 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $24,045 | $0 |
| Actuaries Unlimited, Inc. | CONTRACT ADMIN | $0 | $8,836 |