2023 Form 5500 filing — Lieff, Cabraser, Heimann & Bernstein 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 20240930134201NAL0005594561001) for Lieff, Cabraser, Heimann & Bernstein 401(K) Profit Sharing Plan, reported by Lieff, Cabraser, Heimann & Bernstein, Llp under EIN 94-2262492 and plan number 002. It reports 336 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$120.2MReported net assets$120,172,555
Participants336
Provider compensation$113K3 Schedule C row(s)$113,029
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930134201NAL0005594561001
Plan sponsor
Lieff, Cabraser, Heimann & Bernstein, Llp
EIN
94-2262492
Plan number
002
Location
San Francisco, 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 H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$120.2M total assets
Net assets$120.2MLiabilities$0
Money in vs. money out
Total income / additions$25.4M
Total expenses$4M
Benefits paid / distributions$3.9M
Contributions
Employer$2.5M
Participant$2.9M
Full reported line items
Total assets (EOY)
$120,172,555
Total liabilities (EOY)
$0
Net assets (EOY)
$120,172,555
Employer contributions
$2,470,491
Participant contributions
$2,901,938
Total income / additions
$25,439,499
Benefits paid
$3,892,908
Administrative expenses
$113,029
Total expenses
$4,005,937
Net increase / (decrease)
$21,433,562
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $52.4K
  2. 2
    RECORDKEEPER · Direct $45.6K · Indirect $0
  3. 3
    TRUSTEE · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930134201NAL0005594561001 cover?
It is the 2023 Form 5500 filing for Lieff, Cabraser, Heimann & Bernstein 401(K) Profit Sharing Plan, reported by Lieff, Cabraser, Heimann & Bernstein, Llp (EIN 94-2262492).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages