Armanino Llp 401(K) Profit Sharing Plan — Form 5500 plan (Armanino 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, Armanino Llp 401(K) Profit Sharing Plan is a benefit plan reported by Armanino Llp under EIN 94-6214841 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,094 participants and $289,957,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Armanino Llp
- EIN
- 94-6214841
- Plan number
- 002
- Plan type
- 3
- Location
- San Ramon, CA
- Latest filing year
- 2023
- Participants
- 3,094
- End-of-year plan assets
- $289,957,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,094 | H, C | 20240828173211NAL0005900851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $289,957,946
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $289,957,946
- Net assets (BOY)
- $217,403,185
Income & contributions
- Employer contributions
- $10,526,063
- Participant contributions
- $26,174,663
- Total contributions
- $50,767,721
- Total income / additions
- $89,787,695
Expenses & distributions
- Benefits paid
- $16,856,155
- Administrative expenses
- $376,779
- Total expenses
- $17,232,934
- Net increase / (decrease)
- $72,554,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Milliman | NONE | $266,422 | not reported in the loaded dataset | 2023 |
| Mai Capital Management LLC | NONE | $37,994 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | NONE | $27,316 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $21,881 | $0 | 2023 |
| Brand Asset Mgmt Group | NONE | $11,513 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,131 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Armanino Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Ramon, CA
- Milliman — Schedule C compensation
- Mai Capital Management LLC — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Brand Asset Mgmt Group — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation