2023 Form 5500 filing — Cambiar Investors LLC Profit Sharing Plan And Trust

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 20240610150707NAL0027020337001) for Cambiar Investors LLC Profit Sharing Plan And Trust, reported by Cambiar Investors LLC under EIN 84-1596610 and plan number 001. It reports 53 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$28.1MReported net assets$28,132,884
Participants53
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240610150707NAL0027020337001
Plan sponsor
Cambiar Investors LLC
EIN
84-1596610
Plan number
001
Location
Denver, CO
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)$28.1M total assets
Net assets$28.1MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$1M
Benefits paid / distributions$1M
Contributions
Employer$758.2K
Participant$711.4K
Full reported line items
Total assets (EOY)
$28,132,884
Total liabilities (EOY)
$0
Net assets (EOY)
$28,132,884
Employer contributions
$758,211
Participant contributions
$711,445
Total income / additions
$7,009,279
Benefits paid
$1,039,150
Administrative expenses
$7,912
Total expenses
$1,047,062
Net increase / (decrease)
$5,962,217

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240610150707NAL0027020337001 cover?
It is the 2023 Form 5500 filing for Cambiar Investors LLC Profit Sharing Plan And Trust, reported by Cambiar Investors LLC (EIN 84-1596610).
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