2023 Form 5500 filing — Luther Strange & Associates LLC 401k Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240229102023NAL0009685475004) for Luther Strange & Associates LLC 401k Profit Sharing Plan, reported by Luther Strange & Associates LLC under EIN 83-2515162 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$258.7KReported net assets$258,702
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240229102023NAL0009685475004
Plan sponsor
Luther Strange & Associates LLC
EIN
83-2515162
Plan number
001
Location
Birmingham, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$258.7K total assets
Net assets$258.7KLiabilities
Money in vs. money out
Total income / additions$60.9K
Total expenses$1.6K
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$30K
Full reported line items
Total assets (EOY)
$258,702
Net assets (EOY)
$258,702
Participant contributions
$30,000
Total income / additions
$60,895
Administrative expenses
$1,571
Total expenses
$1,571
Net increase / (decrease)
$59,324

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240229102023NAL0009685475004 cover?
It is the 2023 Form 5500 filing for Luther Strange & Associates LLC 401k Profit Sharing Plan, reported by Luther Strange & Associates LLC (EIN 83-2515162).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages