2023 Form 5500 filing — The Lb3/Tc2 Retirement Savings 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 20240524152304NAL0006760769001) for The Lb3/Tc2 Retirement Savings Plan, reported by Levine Blaszak Block & Boothby, Llp under EIN 52-1802021 and plan number 002. It reports 29 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$29.7MReported net assets$29,727,485
Participants29
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240524152304NAL0006760769001
Plan sponsor
Levine Blaszak Block & Boothby, Llp
EIN
52-1802021
Plan number
002
Location
Washington, DC
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)$29.7M total assets
Net assets$29.7MLiabilities$0
Money in vs. money out
Total income / additions$5.6M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$547.8K
Participant$540.5K
Full reported line items
Total assets (EOY)
$29,727,485
Total liabilities (EOY)
$0
Net assets (EOY)
$29,727,485
Employer contributions
$547,798
Participant contributions
$540,478
Total income / additions
$5,607,577
Benefits paid
$4,061,182
Administrative expenses
$6,753
Total expenses
$4,067,935
Net increase / (decrease)
$1,539,642

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240524152304NAL0006760769001 cover?
It is the 2023 Form 5500 filing for The Lb3/Tc2 Retirement Savings Plan, reported by Levine Blaszak Block & Boothby, Llp (EIN 52-1802021).
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