Testan Law Apc 401(K) Profit Sharing Plan — Form 5500 plan (Testan Law Apc)
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, Testan Law Apc 401(K) Profit Sharing Plan is a benefit plan reported by Testan Law Apc under EIN 33-0691769 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $22,434,353 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Testan Law Apc
- EIN
- 33-0691769
- Plan number
- 001
- Plan type
- 2
- Location
- Westlake Village, CA
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $22,434,353
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20240911163736NAL0003778467001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,434,353
- Net assets (EOY)
- $22,434,353
- Net assets (BOY)
- $21,171,735
Income & contributions
- Participant contributions
- $879,003
- Total contributions
- $951,386
- Total income / additions
- $4,298,440
Expenses & distributions
- Benefits paid
- $2,936,799
- Administrative expenses
- $99,023
- Total expenses
- $3,035,822
- Net increase / (decrease)
- $1,262,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliant Retirement Services | INVESTMENT ADVISOR | $41,474 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $6,401 | $0 | 2023 |