2023 Form 5500 filing — Nossaman Llp Profit Sharing & Retirement Savings Plan Ii
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 20240916115346NAL0002069184001) for Nossaman Llp Profit Sharing & Retirement Savings Plan Ii, reported by Nossaman Llp under EIN 95-2219542 and plan number 002. It reports 148 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916115346NAL0002069184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nossaman Llp
- EIN
- 95-2219542
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 148
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,755,250
- Net assets (EOY)
- $55,755,250
- Employer contributions
- $94,797
- Participant contributions
- $1,279,574
- Total income / additions
- $10,885,876
- Benefits paid
- $7,304,062
- Administrative expenses
- $18,831
- Total expenses
- $7,322,893
- Net increase / (decrease)
- $3,562,983
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | NONE | $59,904 | not reported in the loaded dataset |
| Armanino Llp | NONE | $16,800 | not reported in the loaded dataset |
| Bailard Inc | NONE | $6,820 | not reported in the loaded dataset |
| Main Street Research LLC | NONE | $6,026 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,280 | $0 |
| Charles Schwab Trust Bank | NONE | $0 | $0 |