2023 Form 5500 filing — Wood, Smith, Henning & Berman Llp Attorneys & Staff 401(K) Plan And Trust

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 20241015203510NAL0030869073001) for Wood, Smith, Henning & Berman Llp Attorneys & Staff 401(K) Plan And Trust, reported by Wood, Smith, Henning, & Berman Llp under EIN 95-4608126 and plan number 003. It reports 687 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)$32.7MReported net assets$32,711,580
Participants687
Provider compensation$10.6K2 Schedule C row(s)$10,572
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015203510NAL0030869073001
Plan sponsor
Wood, Smith, Henning, & Berman Llp
EIN
95-4608126
Plan number
003
Location
Los Angeles, CA
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)$32.7M total assets
Net assets$32.7MLiabilities$0
Money in vs. money out
Total income / additions$9.6M
Total expenses$835.6K
Benefits paid / distributions$823.4K
Contributions
Employer$23.1K
Participant$3.7M
Full reported line items
Total assets (EOY)
$32,711,580
Total liabilities (EOY)
$0
Net assets (EOY)
$32,711,580
Employer contributions
$23,063
Participant contributions
$3,705,493
Total income / additions
$9,558,365
Benefits paid
$823,417
Administrative expenses
$10,572
Total expenses
$835,567
Net increase / (decrease)
$8,722,798
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.7K · Indirect $0
  2. 2
    NONE · Direct $4.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015203510NAL0030869073001 cover?
It is the 2023 Form 5500 filing for Wood, Smith, Henning & Berman Llp Attorneys & Staff 401(K) Plan And Trust, reported by Wood, Smith, Henning, & Berman Llp (EIN 95-4608126).
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).

Related Form 5500 pages