Samuelsen, Gonzalez, Valenzuela & Brown 401(K) Plan — Form 5500 plan (Samuelsen, Gonzalez, Valenzuela & Brown 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, Samuelsen, Gonzalez, Valenzuela & Brown 401(K) Plan is a benefit plan reported by Samuelsen, Gonzalez, Valenzuela & Brown Llp under EIN 95-3532774 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $13,266,849 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Samuelsen, Gonzalez, Valenzuela & Brown Llp
- EIN
- 95-3532774
- Plan number
- 001
- Plan type
- 2
- Location
- Newport Beach, CA
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $13,266,849
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015171649NAL0016953507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,266,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,266,849
- Net assets (BOY)
- $10,942,971
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $541,674
- Total contributions
- $541,674
- Total income / additions
- $2,903,763
Expenses & distributions
- Benefits paid
- $564,707
- Administrative expenses
- $10,676
- Total expenses
- $579,885
- Net increase / (decrease)
- $2,323,878
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $14,339 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | ADVISOR | $9,585 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$13,248 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Samuelsen, Gonzalez, Valenzuela & Brown Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Newport Beach, CA
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation