Lewitt, Hackman, Shapiro, Marshall & Harlan 401(K) Profit Sharing Plan — Form 5500 plan (Lewitt, Hackman, Shapiro, Marshall & Harlan, A Law Corporation)

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, Lewitt, Hackman, Shapiro, Marshall & Harlan 401(K) Profit Sharing Plan is a benefit plan reported by Lewitt, Hackman, Shapiro, Marshall & Harlan, A Law Corporation under EIN 95-2785386 and plan number 001. The latest loaded filing year is 2023. The filing reports 90 participants and $26,329,898 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lewitt, Hackman, Shapiro, Marshall & Harlan, A Law Corporation
EIN
95-2785386
Plan number
001
Plan type
2
Location
Encino, CA
Latest filing year
2023
Participants
90
End-of-year plan assets
$26,329,898

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202390I20241014221744NAL0027254529001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$26,329,898
Net assets (EOY)
$26,329,898
Net assets (BOY)
$24,344,786

Income & contributions

Employer contributions
$350,000
Participant contributions
$837,264
Total income / additions
$4,468,172

Expenses & distributions

Benefits paid
$2,325,582
Administrative expenses
$157,478
Total expenses
$2,483,060
Net increase / (decrease)
$1,985,112

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages