Tucker Ellis Llp Retirement Savings Plan — Form 5500 plan (Tucker Ellis Llp)
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, Tucker Ellis Llp Retirement Savings Plan is a benefit plan reported by Tucker Ellis Llp under EIN 20-0073899 and plan number 001. The latest loaded filing year is 2023. The filing reports 407 participants and $118,412,535 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tucker Ellis Llp
- EIN
- 20-0073899
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $118,412,535
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241015084508NAL0029048769001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $118,412,535
- Net assets (EOY)
- $118,412,535
- Net assets (BOY)
- $97,437,330
Income & contributions
- Employer contributions
- $3,989,275
- Participant contributions
- $4,038,253
- Total contributions
- $10,211,340
- Total income / additions
- $29,365,252
Expenses & distributions
- Benefits paid
- $8,776,086
- Administrative expenses
- $188,718
- Total expenses
- $8,964,804
- Net increase / (decrease)
- $20,400,448
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $84,240 | not reported in the loaded dataset | 2023 |
| Ancora Family Wealth Advisors | NONE | $63,170 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Servi | NONE | $35,421 | not reported in the loaded dataset | 2023 |
| Mai Capital Management LLC | NONE | $5,887 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $404 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tucker Ellis Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Ancora Family Wealth Advisors — Schedule C compensation
- Cbiz Investment Advisory Servi — Schedule C compensation
- Mai Capital Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation