Steinberg Hart 401(K) Profit Sharing Plan — Form 5500 plan (Steinberg Hart)
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, Steinberg Hart 401(K) Profit Sharing Plan is a benefit plan reported by Steinberg Hart under EIN 94-1686108 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $30,706,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steinberg Hart
- EIN
- 94-1686108
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $30,706,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241015095151NAL0014346851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,706,897
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,706,897
- Net assets (BOY)
- $26,364,289
Income & contributions
- Employer contributions
- $1,038,101
- Participant contributions
- $1,526,740
- Total contributions
- $2,587,613
- Total income / additions
- $7,301,048
Expenses & distributions
- Benefits paid
- $2,883,184
- Administrative expenses
- $75,256
- Total expenses
- $2,958,440
- Net increase / (decrease)
- $4,342,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $71,481 | $0 | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISORY | $0 | $27,500 | 2023 |
| National Benefit Services, LLC | CONTRACT ADMINISTRATOR | $3,775 | $12,205 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steinberg Hart
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- National Benefit Services, LLC — Schedule C compensation