Nossaman Llp Profit Sharing & Retirement Savings Plan — Form 5500 plan (Nossaman Llp)

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, Nossaman Llp Profit Sharing & Retirement Savings Plan is a benefit plan reported by Nossaman Llp under EIN 95-2219542 and plan number 001. The latest loaded filing year is 2023. The filing reports 274 participants and $108,372,839 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nossaman Llp
EIN
95-2219542
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
274
End-of-year plan assets
$108,372,839

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023274H, C20240916115346NAL0002069184002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$108,372,839
Net assets (EOY)
$108,372,839
Net assets (BOY)
$92,865,886

Income & contributions

Employer contributions
$6,461,357
Participant contributions
$2,496,373
Total contributions
$9,049,616
Total income / additions
$27,037,091

Expenses & distributions

Benefits paid
$7,378,629
Administrative expenses
$94,204
Total expenses
$7,472,833
Net increase / (decrease)
$19,564,258

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bfsg, LLCNONE$44,500not reported in the loaded dataset2023
Armanino LlpNONE$16,800not reported in the loaded dataset2023
Schwab Retirement Plan Services IncNONE$10,088not reported in the loaded dataset2023
Bailard IncNONE$8,976not reported in the loaded dataset2023
Financial Engines Advisors LLCNONE$6,191not reported in the loaded dataset2023
Financial Engines Advisors LLCNONE$5,580not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$845$02023
Charles Schwab Trust BankNONE$0$02023

Related Form 5500 pages