2023 Form 5500 filing — Loeb & Loeb Llp Profit Sharing And 401(K) 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 20241011202514NAL0039997232001) for Loeb & Loeb Llp Profit Sharing And 401(K) Plan, reported by Loeb & Loeb Llp under EIN 95-1780806 and plan number 005. It reports 1,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011202514NAL0039997232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Loeb & Loeb Llp
- EIN
- 95-1780806
- Plan number
- 005
- Location
- Los Angeles, CA
- Participants
- 1,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $396,057,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,057,278
- Employer contributions
- $7,073,713
- Participant contributions
- $10,258,962
- Total income / additions
- $83,733,702
- Benefits paid
- $35,030,288
- Administrative expenses
- $321,734
- Total expenses
- $35,352,022
- Net increase / (decrease)
- $48,381,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $134,938 | $0 |
| Ubs Financial Services | INVESTMENT ADVISOR | $80,509 | not reported in the loaded dataset |
| City National Bank | INVESTMENT ADVISOR | $31,217 | not reported in the loaded dataset |
| Hightower Advisors | INVESTMENT ADVISOR | $29,088 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVESTMENT ADVISOR | $20,375 | not reported in the loaded dataset |
| Morgan Stanley | ADVISOR | $15,568 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 |