Landman Corsi Ballaine & Ford 401(K) Profit Sharing Plan — Form 5500 plan (Landman Corsi Ballaine & Ford P.C.)
Plain-English plan 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, Landman Corsi Ballaine & Ford 401(K) Profit Sharing Plan is a benefit plan reported by Landman Corsi Ballaine & Ford P.C. under EIN 13-3845180 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $61,042,845 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Landman Corsi Ballaine & Ford P.C.
- EIN
- 13-3845180
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $61,042,845
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H, C | 20241007155452NAL0032282706001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,042,845
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,042,845
- Net assets (BOY)
- $49,052,051
Income & contributions
- Employer contributions
- -$50,960
- Participant contributions
- $945,338
- Total contributions
- $901,835
- Total income / additions
- $13,835,587
Expenses & distributions
- Benefits paid
- $1,831,845
- Administrative expenses
- $12,884
- Total expenses
- $1,844,793
- Net increase / (decrease)
- $11,990,794
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Berdon Llp | ACCOUNTANT/AUDITOR | $12,613 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $271 | $0 | 2023 |