2023 Form 5500 filing — Buchalter Cash Balance Pension 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 20241125102635NAL0009105088001) for Buchalter Cash Balance Pension Plan, reported by Buchalter, A Professional Corporation under EIN 95-2640846 and plan number 003. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125102635NAL0009105088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Buchalter, A Professional Corporation
- EIN
- 95-2640846
- Plan number
- 003
- Location
- Los Angeles, CA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,181,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,181,195
- Employer contributions
- $6,581,596
- Participant contributions
- $0
- Total income / additions
- $8,291,374
- Benefits paid
- $1,230,647
- Administrative expenses
- $126,818
- Total expenses
- $1,357,465
- Net increase / (decrease)
- $6,933,909
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citigroup Global Markets, Inc | RECORDKEEPER | $88,758 | $0 |