Benesch, Friedlander, Coplan & Aronoff Elective Savings And Profit Sharing Plan — Form 5500 plan (Benesch, Friedlander, Coplan & Aronoff 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, Benesch, Friedlander, Coplan & Aronoff Elective Savings And Profit Sharing Plan is a benefit plan reported by Benesch, Friedlander, Coplan & Aronoff Llp under EIN 34-6596918 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $174,326,453 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Benesch, Friedlander, Coplan & Aronoff Llp
EIN
34-6596918
Plan number
001
Plan type
2
Location
Cleveland, OH
Latest filing year
2023
Participants
733
End-of-year plan assets
$174,326,453

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023733H, C20241009142449NAL0010716803001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$174,326,453
Total liabilities (EOY)
$103,400
Net assets (EOY)
$174,223,053
Net assets (BOY)
$151,073,079

Income & contributions

Employer contributions
$6,001,523
Participant contributions
$9,672,661
Total contributions
$17,511,959
Total income / additions
$40,798,392

Expenses & distributions

Benefits paid
$17,573,797
Administrative expenses
$73,706
Total expenses
$17,648,418
Net increase / (decrease)
$23,149,974

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ellsworth Advisors LLCADVISOR$120,147not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$53,441$02023

Related Form 5500 pages