Nossaman Llp Profit Sharing & Retirement Savings Plan Ii — 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 Ii is a benefit plan reported by Nossaman Llp under EIN 95-2219542 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $55,755,250 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nossaman Llp
- EIN
- 95-2219542
- Plan number
- 002
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $55,755,250
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20240916115346NAL0002069184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,755,250
- Net assets (EOY)
- $55,755,250
- Net assets (BOY)
- $48,134,962
Income & contributions
- Employer contributions
- $94,797
- Participant contributions
- $1,279,574
- Total contributions
- $1,933,081
- Total income / additions
- $10,885,876
Expenses & distributions
- Benefits paid
- $7,304,062
- Administrative expenses
- $18,831
- Total expenses
- $7,322,893
- Net increase / (decrease)
- $3,562,983
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Investments | NONE | $59,904 | not reported in the loaded dataset | 2023 |
| Armanino Llp | NONE | $16,800 | not reported in the loaded dataset | 2023 |
| Bailard Inc | NONE | $6,820 | not reported in the loaded dataset | 2023 |
| Main Street Research LLC | NONE | $6,026 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,280 | $0 | 2023 |
| Charles Schwab Trust Bank | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nossaman Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Fisher Investments — Schedule C compensation
- Armanino Llp — Schedule C compensation
- Bailard Inc — Schedule C compensation
- Main Street Research LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation