2023 Form 5500 filing — Liebert Cassidy Whitmore Profit Sharing/401k 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 20251015152704NAL0010043090001) for Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust, reported by Liebert Cassidy Whitmore under EIN 95-3658973 and plan number 002. It reports 178 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)$60MReported net assets$60,012,057

Participants178

Provider compensation$45.3K4 Schedule C row(s)$45,330

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20251015152704NAL0010043090001
Plan sponsor: Liebert Cassidy Whitmore
EIN: 95-3658973
Plan number: 002
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)$60M total assets

Net assets$60MLiabilities$0

Money in vs. money out

Total income / additions$15.9M

Total expenses$4M

Benefits paid / distributions$3.9M

Contributions

Employer$2M

Participant$2.2M

Full reported line items

Total assets (EOY): $60,012,057
Total liabilities (EOY): $0
Net assets (EOY): $60,012,057
Employer contributions: $2,033,701
Participant contributions: $2,205,413
Total income / additions: $15,863,893
Benefits paid: $3,918,606
Administrative expenses: $47,098
Total expenses: $3,965,704
Net increase / (decrease): $11,898,189

Schedule C

Reported service provider compensation

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

1
Nfp Retirement$37.3K
INVESTMENT ADVISORY · Direct $37.3K
2
Transamerica Retirement Solutions$4.6K
RECORDKEEPER · Direct $4.6K · Indirect $0
3
Fidelity Investments$2.7K
RECORDKEEPER · Direct $2.7K
4
Cbiz Retirement Services Inc$730
RECORDKEEPER · Direct $0 · Indirect $730

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251015152704NAL0010043090001 cover?: It is the 2023 Form 5500 filing for Liebert Cassidy Whitmore Profit Sharing/401k Plan And Trust, reported by Liebert Cassidy Whitmore (EIN 95-3658973).
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).