Hanson Bridgett Llp Associate 401(K) Plan — Form 5500 plan (Hanson Bridgett 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, Hanson Bridgett Llp Associate 401(K) Plan is a benefit plan reported by Hanson Bridgett Llp under EIN 94-1205338 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $41,149,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hanson Bridgett Llp
- EIN
- 94-1205338
- Plan number
- 002
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 193
- End-of-year plan assets
- $41,149,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20241014191342NAL0015459395003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,149,669
- Net assets (EOY)
- $41,149,669
- Net assets (BOY)
- $33,058,462
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,587,648
- Total contributions
- $3,752,343
- Total income / additions
- $8,906,761
Expenses & distributions
- Benefits paid
- $3,004,757
- Administrative expenses
- $92,095
- Total expenses
- $3,096,852
- Net increase / (decrease)
- $5,809,909
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Evercore Wealth Management LLC | NONE | $41,399 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $28,322 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $16,868 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,119 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hanson Bridgett Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Evercore Wealth Management LLC — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation