2023 Form 5500 filing — Steinberg Hart 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 20241015095151NAL0014346851001) for Steinberg Hart 401(K) Profit Sharing Plan, reported by Steinberg Hart under EIN 94-1686108 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095151NAL0014346851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steinberg Hart
- EIN
- 94-1686108
- Plan number
- 002
- Location
- Los Angeles, CA
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,706,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,706,897
- Employer contributions
- $1,038,101
- Participant contributions
- $1,526,740
- Total income / additions
- $7,301,048
- Benefits paid
- $2,883,184
- Administrative expenses
- $75,256
- Total expenses
- $2,958,440
- Net increase / (decrease)
- $4,342,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,481 | $0 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $0 | $27,500 |
| National Benefit Services, LLC | CONTRACT ADMINISTRATOR | $3,775 | $12,205 |