Legal Aid Foundation Of Los Angeles Tax Deferred Annuity Plan — Form 5500 plan (Legal Aid Foundation Of Los Angeles)
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, Legal Aid Foundation Of Los Angeles Tax Deferred Annuity Plan is a benefit plan reported by Legal Aid Foundation Of Los Angeles under EIN 95-1684067 and plan number 001. The latest loaded filing year is 2023. The filing reports 360 participants and $23,525,082 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Legal Aid Foundation Of Los Angeles
- EIN
- 95-1684067
- Plan number
- 001
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $23,525,082
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241010123932NAL0020979025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,525,082
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,525,082
- Net assets (BOY)
- $21,251,766
Income & contributions
- Employer contributions
- $778,110
- Participant contributions
- $1,183,090
- Total contributions
- $1,961,200
- Total income / additions
- $4,811,897
Expenses & distributions
- Benefits paid
- $2,452,178
- Administrative expenses
- $80,673
- Total expenses
- $2,538,581
- Net increase / (decrease)
- $2,273,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $82,571 | $0 | 2023 |
| Sageview Advisory Group LLC | INVESTMENT ADVISOR | $42,726 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp | TPA | $5,371 | $10,635 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Legal Aid Foundation Of Los Angeles
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Empower Annuity Ins Co Of America — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation
- Actuarial Benefits Corp — Schedule C compensation