Musick, Peeler & Garrett Llp Employee Asset Accumulation Program — Form 5500 plan (Musick, Peeler & Garrett 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, Musick, Peeler & Garrett Llp Employee Asset Accumulation Program is a benefit plan reported by Musick, Peeler & Garrett Llp under EIN 95-1777575 and plan number 005. The latest loaded filing year is 2023. The filing reports 236 participants and $120,229,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Musick, Peeler & Garrett Llp
- EIN
- 95-1777575
- Plan number
- 005
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $120,229,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20250626153525NAL0021126386001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $120,229,052
- Net assets (EOY)
- $120,229,052
- Net assets (BOY)
- $117,963,547
Income & contributions
- Employer contributions
- $1,919,068
- Participant contributions
- $1,700,375
- Total contributions
- $3,663,415
- Total income / additions
- $22,093,400
Expenses & distributions
- Benefits paid
- $19,742,047
- Administrative expenses
- $85,805
- Total expenses
- $19,827,895
- Net increase / (decrease)
- $2,265,505
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners LLC | NONE | $45,127 | not reported in the loaded dataset | 2023 |
| Pacific Global Investment Mgmt | NONE | $16,285 | not reported in the loaded dataset | 2023 |
| Tate Asset Management | NONE | $9,203 | not reported in the loaded dataset | 2023 |
| Westmount Partners LLC | NONE | $5,220 | not reported in the loaded dataset | 2023 |
| Mason & Associates Inc. | NONE | $5,190 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $554 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Musick, Peeler & Garrett Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Cerity Partners LLC — Schedule C compensation
- Pacific Global Investment Mgmt — Schedule C compensation
- Tate Asset Management — Schedule C compensation
- Westmount Partners LLC — Schedule C compensation
- Mason & Associates Inc. — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation