2023 Form 5500 filing — Lambda Legal Retirement Benefit 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 20241011110203NAL0021720865001) for Lambda Legal Retirement Benefit Plan, reported by Lambda Legal Defense & Education Fund Inc. under EIN 23-7395681 and plan number 001. It reports 220 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)$10.7MReported net assets$10,691,222

Participants220

Provider compensation$41.1K3 Schedule C row(s)$41,126

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011110203NAL0021720865001
Plan sponsor: Lambda Legal Defense & Education Fund Inc.
EIN: 23-7395681
Plan number: 001
Location: New York, NY
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)$10.7M total assets

Net assets$10.7MLiabilities$0

Money in vs. money out

Total income / additions$2.7M

Total expenses$591.9K

Benefits paid / distributions$550.8K

Contributions

Employer$504.4K

Participant$681K

Full reported line items

Total assets (EOY): $10,691,222
Total liabilities (EOY): $0
Net assets (EOY): $10,691,222
Employer contributions: $504,378
Participant contributions: $681,035
Total income / additions: $2,744,138
Benefits paid: $550,802
Administrative expenses: $41,126
Total expenses: $591,928
Net increase / (decrease): $2,152,210

Schedule C

Reported service provider compensation

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

1
First Republic Investment Mgmt, Inc$28.3K
ADVISORY/ CONSULTING · Direct $28.3K · Indirect $0
2
Cpi Qualified Plan Consultants, Inc$11.6K
RECORD KEEPER · Direct $11.6K · Indirect $0
3
The Benefit Practice$1.2K
THIRD PARTY ADMIN · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011110203NAL0021720865001 cover?: It is the 2023 Form 5500 filing for Lambda Legal Retirement Benefit Plan, reported by Lambda Legal Defense & Education Fund Inc. (EIN 23-7395681).
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).