2023 Form 5500 filing — Legal Aid Foundation Of Los Angeles Tax Deferred Annuity 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 20241010123932NAL0020979025001) for Legal Aid Foundation Of Los Angeles Tax Deferred Annuity Plan, reported by Legal Aid Foundation Of Los Angeles under EIN 95-1684067 and plan number 001. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123932NAL0020979025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Legal Aid Foundation Of Los Angeles
- EIN
- 95-1684067
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,525,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,525,082
- Employer contributions
- $778,110
- Participant contributions
- $1,183,090
- Total income / additions
- $4,811,897
- Benefits paid
- $2,452,178
- Administrative expenses
- $80,673
- Total expenses
- $2,538,581
- Net increase / (decrease)
- $2,273,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $82,571 | $0 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $42,726 | not reported in the loaded dataset |
| Actuarial Benefits Corp | TPA | $5,371 | $10,635 |