Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust — Form 5500 plan (Robert Charles Lesser & Co., LLC)
Plain-English plan 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, Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust is a benefit plan reported by Robert Charles Lesser & Co., LLC under EIN 52-2334830 and plan number 002. The latest loaded filing year is 2023. The filing reports 138 participants and $20,953,732 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert Charles Lesser & Co., LLC
- EIN
- 52-2334830
- Plan number
- 002
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $20,953,732
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241004160436NAL0005808595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,953,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,953,732
- Net assets (BOY)
- $16,178,605
Income & contributions
- Employer contributions
- $822,781
- Participant contributions
- $1,090,440
- Total contributions
- $1,924,924
- Total income / additions
- $5,369,414
Expenses & distributions
- Benefits paid
- $543,342
- Administrative expenses
- $50,945
- Total expenses
- $594,287
- Net increase / (decrease)
- $4,775,127
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lion Street Advisors LLC | ADVISOR | $34,918 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | TPA | $12,212 | not reported in the loaded dataset | 2023 |
| National Financial Services, LLC | CUSTODIAN | $3,815 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert Charles Lesser & Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Lion Street Advisors LLC — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation