2023 Form 5500 filing — 3rd & La Cienega Financial, LLC 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 20241014080742NAL0043817792001) for 3rd & La Cienega Financial, LLC 401(K) Profit Sharing Plan, reported by 3rd & La Cienega Financial, LLC under EIN 46-1705095 and plan number 002. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.6MReported net assets$3,564,528
Participants7
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241014080742NAL0043817792001
- Plan sponsor
- 3rd & La Cienega Financial, LLC
- EIN
- 46-1705095
- Plan number
- 002
- Location
- San Clemente, CA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,564,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,564,528
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $309,741
- Benefits paid
- $138,589
- Administrative expenses
- $0
- Total expenses
- $139,114
- Net increase / (decrease)
- $170,627