Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(K) Cash Accumulation Plan — Form 5500 plan (Maner Costerisan & Ellis Pc)
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, Maner, Costerisan & Ellis, P.C. Profit Sharing Plan And 401(K) Cash Accumulation Plan is a benefit plan reported by Maner Costerisan & Ellis Pc under EIN 38-2157642 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $36,004,953 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maner Costerisan & Ellis Pc
- EIN
- 38-2157642
- Plan number
- 001
- Plan type
- 2
- Location
- Lansing, MI
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $36,004,953
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241009163920NAL0038477154001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,004,953
- Net assets (EOY)
- $36,004,953
- Net assets (BOY)
- $27,159,690
Income & contributions
- Employer contributions
- $974,682
- Participant contributions
- $1,911,096
- Total contributions
- $6,022,986
- Total income / additions
- $10,768,481
Expenses & distributions
- Benefits paid
- $1,747,994
- Administrative expenses
- $175,224
- Total expenses
- $1,923,218
- Net increase / (decrease)
- $8,845,263
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advisory Alpha, LLC | NONE | $138,695 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $20,863 | not reported in the loaded dataset | 2023 |
| Reilly, Penner & Benton, Llp | NONE | $8,800 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,866 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maner Costerisan & Ellis Pc
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Lansing, MI
- Advisory Alpha, LLC — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Reilly, Penner & Benton, Llp — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation