Plan5500

Law Offices Of David B. Gardner — 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, Law Offices Of David B. Gardner (EIN 95-3913766) is a plan sponsor located in Beverly Hills, 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
95-3913766
Location
Beverly Hills, 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 Law Offices Of David B. Gardner

  • 2 loaded plans hold $1.1M in reported assets.
  • The largest, Law Office Of David B. Gardner Profit Sharing Plan, holds 77% of this company's reported plan assets.
  • Plans cover 6 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,140,326
Total reported assets$1.1M$1,140,326
Total reported participants6
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributions$200K
Participant contributions$0
Total income / additions$992.1K
Expenses & distributions
Benefits paid / distributions$208K
Total expenses$215.2K
Net increase / (decrease)$777K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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 assets77%Law Office Of David B. Gardner Profit Sharing Plan
Participants per plan3Average 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
    Law Office Of David B. Gardner Profit Sharing Plan$879.1K
    Plan #002 · 3 participants · 2023
  2. 2
    Law Offices Of David B. Gardner Defined Benefit Pension Plan$261.2K
    Plan #003 · 3 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 Law Offices Of David B. Gardner. Open one for its full reported snapshot.

  1. 2023
    Law Office Of David B. Gardner Profit Sharing Plan3 participants · 2Sch I
    View filing →
  2. 2023
    Law Offices Of David B. Gardner Defined Benefit Pension Plan3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Law Offices Of David B. Gardner report on Form 5500?
Law Offices Of David B. Gardner (EIN 95-3913766) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Law Offices Of David B. Gardner?
The Employer Identification Number (EIN) reported for Law Offices Of David B. Gardner is 95-3913766.
What is the latest Form 5500 filing year for Law Offices Of David B. Gardner?
The latest loaded Form 5500 filing year for Law Offices Of David B. Gardner is 2023.

Related Form 5500 pages