Plan5500

Liebert Cassidy Whitmore — 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, Liebert Cassidy Whitmore (EIN 95-3658973) is a plan sponsor located in Los Angeles, CA with 2 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
95-3658973
Location
Los Angeles, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Liebert Cassidy Whitmore

  • 2 loaded plans hold $60M in reported assets.
  • The largest, Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 355 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$60MSummed across loaded plans$60,012,057
Total reported assets$60M$60,012,057
Total reported participants355
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$60M total assets
Net assets$60MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$2.2M
Total income / additions$15.9M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$4M
Net increase / (decrease)$11.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust
Participants per plan178Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust$60M
    Plan #002 · 178 participants · 2023
  2. 2
    Liebert Cassidy Whitmore Employee Benefits Plannot reported in the loaded dataset
    Plan #504 · 177 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Liebert Cassidy Whitmore. Open one for its full reported snapshot.

  1. 2023
    Liebert Cassidy Whitmore Employee Benefits Plan177 participants · 2No schedules
    View filing →
  2. 2023
    Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust178 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Liebert Cassidy Whitmore report on Form 5500?
Liebert Cassidy Whitmore (EIN 95-3658973) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Liebert Cassidy Whitmore?
The Employer Identification Number (EIN) reported for Liebert Cassidy Whitmore is 95-3658973.
What is the latest Form 5500 filing year for Liebert Cassidy Whitmore?
The latest loaded Form 5500 filing year for Liebert Cassidy Whitmore is 2023.

Related Form 5500 pages