2023 Form 5500 filing — Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P. C Cash Balance 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 20250114123243NAL0031685840001) for Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P. C Cash Balance Plan, reported by Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P.C. under EIN 04-2718459 and plan number 005. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250114123243NAL0031685840001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mintz, Levin, Cohn, Ferris, Glovsky And Popeo, P.C.
- EIN
- 04-2718459
- Plan number
- 005
- Location
- Boston, MA
- Participants
- 124
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,251,872
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,251,872
- Employer contributions
- $3,580,422
- Total income / additions
- $5,530,292
- Benefits paid
- $2,263,505
- Administrative expenses
- $18,542
- Total expenses
- $2,282,047
- Net increase / (decrease)
- $3,248,245
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliance Bernstein Lp | NONE | $18,542 | not reported in the loaded dataset |