First Republic Securities — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, First Republic Securities is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,318 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $17,318
- Reported indirect compensation
- $0
- Total reported compensation
- $17,318
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Sharp Rees-Stealy Medical Group, Inc. | CA | 2 | $17,318 |
| Gursey Schneider Llp | CA | 1 | $0 |
State footprint
Plans reporting First Republic Securities are sponsored in CA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan | 2023 | $12,032 | not reported in the loaded dataset |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan | 2023 | $5,286 | not reported in the loaded dataset |
| Gursey Schneider Llp | Gursey Schneider Llp Retirement Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan (plan 001)
- Sharp Rees-Stealy Medical Group, Inc. — all reported plans
- Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan (plan 002)
- Gursey Schneider Llp Retirement Savings Plan (plan 004)
- Gursey Schneider Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources