How many benefit plans does Tobin Lucks, Llp report on Form 5500?

Tobin Lucks, Llp (EIN 43-1983451) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Tobin Lucks, Llp?

The Employer Identification Number (EIN) reported for Tobin Lucks, Llp is 43-1983451.

What is the latest Form 5500 filing year for Tobin Lucks, Llp?

The latest loaded Form 5500 filing year for Tobin Lucks, Llp is 2023.

Tobin Lucks, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tobin Lucks, Llp (EIN 43-1983451) is a plan sponsor located in West Hills, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 43-1983451
Location: West Hills, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $21,000,577
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $21,000,577

Contributions & income

Employer contributions: $78,243
Participant contributions: $998,493
Total income / additions: $4,923,114

Expenses & distributions

Benefits paid / distributions: $637,973
Total expenses: $720,911
Net increase / (decrease): $4,202,203

Coverage

Total reported participants: 342
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tobin Lucks, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Tobin Lucks, Llp 401(K) Profit Sharing Plan	006	212	$21,000,577	2023
Tobin Lucks	501	130	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tobin Lucks, Llp
Year	Plan	Participants	Schedules	Filing
2023	Tobin Lucks, Llp 401(K) Profit Sharing Plan	212	H, C	20240920054543NAL0004219811001
2023	Tobin Lucks	130	—	20251028172839NAL0007193153001