Ford, Walker, Haggerty & Behar, Llp 401(K) Plan — Form 5500 plan (Ford, Walker, Haggerty & Behar, 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, Ford, Walker, Haggerty & Behar, Llp 401(K) Plan is a benefit plan reported by Ford, Walker, Haggerty & Behar, Llp under EIN 33-0485182 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $30,278,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ford, Walker, Haggerty & Behar, Llp
- EIN
- 33-0485182
- Plan number
- 002
- Plan type
- 2
- Location
- Long Beach, CA
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $30,278,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20241011164541NAL0012770163001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,278,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,278,649
- Net assets (BOY)
- $27,781,220
Income & contributions
- Employer contributions
- $616,754
- Participant contributions
- $1,040,798
- Total contributions
- $2,340,573
- Total income / additions
- $6,752,054
Expenses & distributions
- Benefits paid
- $4,152,272
- Administrative expenses
- $75,566
- Total expenses
- $4,254,625
- Net increase / (decrease)
- $2,497,429
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services | RECORD-KEEPER | $58,881 | not reported in the loaded dataset | 2023 |
| West Oak Capital | INVESTMENT ADVISOR | $16,685 | not reported in the loaded dataset | 2023 |
| Mg Trust Company Dba Matrix Trust C | TRUSTEERECORD-KEEPER | $0 | $1,862 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ford, Walker, Haggerty & Behar, Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Long Beach, CA
- Oneamerica Retirement Services — Schedule C compensation
- West Oak Capital — Schedule C compensation
- Mg Trust Company Dba Matrix Trust C — Schedule C compensation