Allen Matkins Profit Sharing And 401(K) Plan — Form 5500 plan (Allen Matkins Leck Gamble Mallory & Natsis 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, Allen Matkins Profit Sharing And 401(K) Plan is a benefit plan reported by Allen Matkins Leck Gamble Mallory & Natsis Llp under EIN 95-3605309 and plan number 003. The latest loaded filing year is 2023. The filing reports 500 participants and $279,796,805 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allen Matkins Leck Gamble Mallory & Natsis Llp
- EIN
- 95-3605309
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 500
- End-of-year plan assets
- $279,796,805
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 500 | H, C | 20241015123209NAL0028431777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $279,796,805
- Net assets (EOY)
- $279,796,805
- Net assets (BOY)
- $243,001,302
Income & contributions
- Employer contributions
- $5,861,026
- Participant contributions
- $6,551,647
- Total contributions
- $16,930,570
- Total income / additions
- $59,039,261
Expenses & distributions
- Benefits paid
- $22,033,443
- Administrative expenses
- $210,315
- Total expenses
- $22,243,758
- Net increase / (decrease)
- $36,795,503
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conquis Financial LLC | NONE | $40,469 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $39,025 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $36,608 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $25,626 | not reported in the loaded dataset | 2023 |
| Pacifica Capital Investments | NONE | $23,803 | not reported in the loaded dataset | 2023 |
| Litman Gregory Wealth Mgmt | NONE | $11,918 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Global | NONE | $10,275 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $8,276 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,351 | $32 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allen Matkins Leck Gamble Mallory & Natsis Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Conquis Financial LLC — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Pacifica Capital Investments — Schedule C compensation
- Litman Gregory Wealth Mgmt — Schedule C compensation
- Morgan Stanley Global — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation