2023 Form 5500 filing — Landmark Worldwide Enterprises, Inc. 401(K) Profit Sharing Retirement 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 20241016173606NAL0017942019001) for Landmark Worldwide Enterprises, Inc. 401(K) Profit Sharing Retirement Plan, reported by Landmark Worldwide Enterprises, Inc. under EIN 27-0033035 and plan number 001. It reports 557 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)$29.3MReported net assets$29,323,138
Participants557
Provider compensationNone reported2 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241016173606NAL0017942019001
Plan sponsor
Landmark Worldwide Enterprises, Inc.
EIN
27-0033035
Plan number
001
Location
San Francisco, 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)$29.3M total assets
Net assets$29.3MLiabilities$0
Money in vs. money out
Total income / additions$6.2M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$0
Participant$1.3M
Full reported line items
Total assets (EOY)
$29,323,138
Total liabilities (EOY)
$0
Net assets (EOY)
$29,323,138
Employer contributions
$0
Participant contributions
$1,283,945
Total income / additions
$6,189,061
Benefits paid
$3,230,451
Administrative expenses
$418
Total expenses
$3,230,869
Net increase / (decrease)
$2,958,192

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Weaver And Tidwell, LlpACCOUNTANT/AUDITOR$10,815not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER-$11,142$0

Related Form 5500 pages