The Webb Law Firm 401(K) Profit Sharing Plan And Trust — Form 5500 plan (The Webb Law Firm)
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, The Webb Law Firm 401(K) Profit Sharing Plan And Trust is a benefit plan reported by The Webb Law Firm under EIN 25-1216627 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $45,829,079 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Webb Law Firm
- EIN
- 25-1216627
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $45,829,079
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240924123302NAL0004689795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,829,079
- Total liabilities (EOY)
- $606
- Net assets (EOY)
- $45,828,473
- Net assets (BOY)
- $36,838,658
Income & contributions
- Employer contributions
- $1,208,218
- Participant contributions
- $1,098,225
- Total contributions
- $2,364,760
- Total income / additions
- $9,413,500
Expenses & distributions
- Benefits paid
- $352,859
- Administrative expenses
- $70,826
- Total expenses
- $423,685
- Net increase / (decrease)
- $8,989,815
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robert W Baird & Co Inc | INVESTMENT ADVISOR | $76,222 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $975 | $0 | 2023 |