2023 Form 5500 filing — L3 Partners, LLC 401(K) 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 20240529155901NAL0012479217001) for L3 Partners, LLC 401(K) Plan, reported by L3 Partners, LLC under EIN 90-0428141 and plan number 001. It reports 36 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6MReported net assets$5,992,261
Participants36
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240529155901NAL0012479217001
Plan sponsor
L3 Partners, LLC
EIN
90-0428141
Plan number
001
Location
Houston, TX
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$146.8K
Benefits paid / distributions$124.1K
Contributions
Employer$114.6K
Participant$218K
Full reported line items
Total assets (EOY)
$5,992,261
Total liabilities (EOY)
$0
Net assets (EOY)
$5,992,261
Employer contributions
$114,647
Participant contributions
$218,026
Total income / additions
$1,174,343
Benefits paid
$124,112
Administrative expenses
$22,651
Total expenses
$146,763
Net increase / (decrease)
$1,027,580

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240529155901NAL0012479217001 cover?
It is the 2023 Form 5500 filing for L3 Partners, LLC 401(K) Plan, reported by L3 Partners, LLC (EIN 90-0428141).
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