Klehr Harrison Harvey Branzburg Llp 401(K) Profit Sharing Plan — Form 5500 plan (Klehr Harrison Harvey Branzburg 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, Klehr Harrison Harvey Branzburg Llp 401(K) Profit Sharing Plan is a benefit plan reported by Klehr Harrison Harvey Branzburg Llp under EIN 23-1973697 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $80,012,500 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Klehr Harrison Harvey Branzburg Llp
- EIN
- 23-1973697
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 131
- End-of-year plan assets
- $80,012,500
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 131 | H, C | 20241015122114NAL0028397105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,012,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,012,500
- Net assets (BOY)
- $72,454,644
Income & contributions
- Employer contributions
- $1,968,127
- Participant contributions
- $1,506,073
- Total contributions
- $4,441,039
- Total income / additions
- $17,255,261
Expenses & distributions
- Benefits paid
- $9,612,078
- Administrative expenses
- $85,327
- Total expenses
- $9,697,405
- Net increase / (decrease)
- $7,557,856
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $42,701 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | AUDITOR | $18,200 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,373 | $0 | 2023 |
| The Mandmarblestone Group, Inc. | CONTRACT ADMIN | $6,991 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SERVICES | $50 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Klehr Harrison Harvey Branzburg Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Ubs Financial Services Inc — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- The Mandmarblestone Group, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation