2023 Form 5500 filing — Law Offices Of Jerome B. Smith 401(K) 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 20240914155300NAL0018331776001) for Law Offices Of Jerome B. Smith 401(K) Profit Sharing Plan, reported by Jerome B. Smith Dba Law Offices Of Jerome B. Smith under EIN 20-5510156 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.7MReported net assets$1,744,808
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240914155300NAL0018331776001
Plan sponsor
Jerome B. Smith Dba Law Offices Of Jerome B. Smith
EIN
20-5510156
Plan number
001
Location
Culver City, CA
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)$1.7M total assets
Net assets$1.7MLiabilities$0
Money in vs. money out
Total income / additions$175.8K
Total expenses$18.6K
Benefits paid / distributions$13.5K
Contributions
Employer$2.6K
Participant$20K
Full reported line items
Total assets (EOY)
$1,744,808
Total liabilities (EOY)
$0
Net assets (EOY)
$1,744,808
Employer contributions
$2,578
Participant contributions
$19,972
Total income / additions
$175,761
Benefits paid
$13,460
Administrative expenses
$5,112
Total expenses
$18,572
Net increase / (decrease)
$157,189

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240914155300NAL0018331776001 cover?
It is the 2023 Form 5500 filing for Law Offices Of Jerome B. Smith 401(K) Profit Sharing Plan, reported by Jerome B. Smith Dba Law Offices Of Jerome B. Smith (EIN 20-5510156).
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