Cipriani & Werner, P.C. 401(K) Plan — Form 5500 plan (Cipriani & Werner, 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, Cipriani & Werner, P.C. 401(K) Plan is a benefit plan reported by Cipriani & Werner, P.C. under EIN 25-1779527 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $40,586,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cipriani & Werner, P.C.
EIN
25-1779527
Plan number
001
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
388
End-of-year plan assets
$40,586,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023388H, C20240917121929NAL0006125554001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,586,237
Total liabilities (EOY)
$0
Net assets (EOY)
$40,586,237
Net assets (BOY)
$33,126,919

Income & contributions

Employer contributions
$1,174,515
Participant contributions
$2,393,728
Total contributions
$3,701,470
Total income / additions
$10,598,049

Expenses & distributions

Benefits paid
$2,972,430
Administrative expenses
$166,301
Total expenses
$3,138,731
Net increase / (decrease)
$7,459,318

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp FinancialNONE$100,821$2,3402023
First National Trust CompanyNONE$65,479not reported in the loaded dataset2023
Charles Schwab BankNONE$0$8,3002023

Related Form 5500 pages