Pachulski, Stang, Ziehl, & Jones Llp Profit Sharing Plan — Form 5500 plan (Pachulski Stang Ziehl & Jones 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, Pachulski, Stang, Ziehl, & Jones Llp Profit Sharing Plan is a benefit plan reported by Pachulski Stang Ziehl & Jones Llp under EIN 95-3823150 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $126,610,189 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pachulski Stang Ziehl & Jones Llp
- EIN
- 95-3823150
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 133
- End-of-year plan assets
- $126,610,189
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 133 | H, C | 20241015170524NAL0030439601001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $126,610,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $126,610,189
- Net assets (BOY)
- $103,591,977
Income & contributions
- Employer contributions
- $1,987,059
- Participant contributions
- $1,812,983
- Total contributions
- $3,800,042
- Total income / additions
- $23,902,097
Expenses & distributions
- Benefits paid
- $881,048
- Administrative expenses
- $2,837
- Total expenses
- $883,885
- Net increase / (decrease)
- $23,018,212
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Signature Estate & Investment | ADVISOR | $14,413 | $0 | 2023 |
| Beacon Pointe Advisors LLC | ADVISOR | $13,741 | $0 | 2023 |
| Schwab Retirement Plan Services, In | NONE | $2,837 | $0 | 2023 |
| Charles Schwab & Co., Inc | NONE | $2,056 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pachulski Stang Ziehl & Jones Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Signature Estate & Investment — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation