Ellis George Cipollone O'Brien Llp 401(K) Plan — Form 5500 plan (Ellis George Cipollone O'Brien 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, Ellis George Cipollone O'Brien Llp 401(K) Plan is a benefit plan reported by Ellis George Cipollone O'Brien Llp under EIN 95-3970923 and plan number 004. The latest loaded filing year is 2023. The filing reports 160 participants and $11,979,482 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ellis George Cipollone O'Brien Llp
- EIN
- 95-3970923
- Plan number
- 004
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 160
- End-of-year plan assets
- $11,979,482
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 160 | H, C | 20241015185922NAL0050987936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,979,482
- Total liabilities (EOY)
- $28,497
- Net assets (EOY)
- $11,950,985
- Net assets (BOY)
- $9,308,195
Income & contributions
- Employer contributions
- $743,993
- Participant contributions
- $1,119,748
- Total contributions
- $2,097,964
- Total income / additions
- $3,599,000
Expenses & distributions
- Benefits paid
- $901,219
- Administrative expenses
- $54,991
- Total expenses
- $956,210
- Net increase / (decrease)
- $2,642,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $30,927 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $24,045 | $0 | 2023 |
| Actuaries Unlimited, Inc. | CONTRACT ADMIN | $0 | $8,836 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ellis George Cipollone O'Brien Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Rbc Capital Markets LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Actuaries Unlimited, Inc. — Schedule C compensation