2023 Form 5500 filing — Procopio Cory Hargreaves & Savitch 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 20241015205000NAL0015395075001) for Procopio Cory Hargreaves & Savitch Llp 401(K) Profit Sharing Plan, reported by Procopio, Cory, Hargreaves & Savitch Llp under EIN 95-1634364 and plan number 002. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205000NAL0015395075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Procopio, Cory, Hargreaves & Savitch Llp
- EIN
- 95-1634364
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,663,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $166,663,436
- Employer contributions
- $4,397,023
- Participant contributions
- $3,193,138
- Total income / additions
- $30,194,307
- Benefits paid
- $17,756,647
- Administrative expenses
- $315,544
- Total expenses
- $18,072,191
- Net increase / (decrease)
- $12,122,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $83,127 | $0 |
| Grp Financial | NONE | $46,235 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $45,450 | not reported in the loaded dataset |