2023 Form 5500 filing — Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii
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 20241015181544NAL0015236531001) for Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii, reported by Lewis Brisbois Bisgaard & Smith Llp under EIN 95-3720522 and plan number 007. It reports 185 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)$44.7MReported net assets$44,739,363
Participants185
Provider compensation$60.9K1 Schedule C row(s)$60,933
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015181544NAL0015236531001
- Plan sponsor
- Lewis Brisbois Bisgaard & Smith Llp
- EIN
- 95-3720522
- Plan number
- 007
- Location
- Los Angeles, CA
- Received date
- not reported in the loaded dataset
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)$44.7M total assets
Net assets$44.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,739,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,739,363
- Employer contributions
- $14,937,793
- Total income / additions
- $16,049,875
- Benefits paid
- $2,608,554
- Administrative expenses
- $60,933
- Total expenses
- $2,669,487
- Net increase / (decrease)
- $13,380,388
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | TRUSTEE | $60,933 | $0 |