Hanna, Brophy 401(K) Plan — Form 5500 plan (Hanna, Brophy, Maclean, Mcaleer)

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, Hanna, Brophy 401(K) Plan is a benefit plan reported by Hanna, Brophy, Maclean, Mcaleer under EIN 94-2709617 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $31,806,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hanna, Brophy, Maclean, Mcaleer
EIN
94-2709617
Plan number
001
Plan type
2
Location
Oakland, CA
Latest filing year
2023
Participants
531
End-of-year plan assets
$31,806,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20241015214825NAL0015444371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,806,388
Total liabilities (EOY)
$0
Net assets (EOY)
$31,806,388
Net assets (BOY)
$25,014,361

Income & contributions

Employer contributions
$1,932,531
Participant contributions
$1,798,834
Total contributions
$4,048,596
Total income / additions
$8,490,244

Expenses & distributions

Benefits paid
$1,625,870
Administrative expenses
$59,031
Total expenses
$1,698,217
Net increase / (decrease)
$6,792,027

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Advisory ServicesINVESTMENT/FINANCIAL ADVI$54,454$02023
Adp, Inc.RECORD KEEPER$4,576$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages