2023 Form 5500 filing — Musick, Peeler & Garrett Llp Employee Asset Accumulation Program
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 20250626153525NAL0021126386001) for Musick, Peeler & Garrett Llp Employee Asset Accumulation Program, reported by Musick, Peeler & Garrett Llp under EIN 95-1777575 and plan number 005. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250626153525NAL0021126386001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Musick, Peeler & Garrett Llp
- EIN
- 95-1777575
- Plan number
- 005
- Location
- Los Angeles, CA
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $120,229,052
- Net assets (EOY)
- $120,229,052
- Employer contributions
- $1,919,068
- Participant contributions
- $1,700,375
- Total income / additions
- $22,093,400
- Benefits paid
- $19,742,047
- Administrative expenses
- $85,805
- Total expenses
- $19,827,895
- Net increase / (decrease)
- $2,265,505
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners LLC | NONE | $45,127 | not reported in the loaded dataset |
| Pacific Global Investment Mgmt | NONE | $16,285 | not reported in the loaded dataset |
| Tate Asset Management | NONE | $9,203 | not reported in the loaded dataset |
| Westmount Partners LLC | NONE | $5,220 | not reported in the loaded dataset |
| Mason & Associates Inc. | NONE | $5,190 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $554 | $0 |