Lewis Brisbois Bisgaard & Smith Llp 401(K) Plan — Form 5500 plan (Lewis Brisbois Bisgaard & Smith 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, Lewis Brisbois Bisgaard & Smith Llp 401(K) Plan is a benefit plan reported by Lewis Brisbois Bisgaard & Smith Llp under EIN 95-3720522 and plan number 003. The latest loaded filing year is 2023. The filing reports 622 participants and $180,777,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Brisbois Bisgaard & Smith Llp
- EIN
- 95-3720522
- Plan number
- 003
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 622
- End-of-year plan assets
- $180,777,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 622 | H, C | 20241015162349NAL0048886208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $180,777,413
- Total liabilities (EOY)
- $27,300
- Net assets (EOY)
- $180,750,113
- Net assets (BOY)
- $155,290,242
Income & contributions
- Employer contributions
- $3,699,527
- Participant contributions
- $4,286,584
- Total contributions
- $9,735,294
- Total income / additions
- $37,493,101
Expenses & distributions
- Benefits paid
- $12,670,459
- Administrative expenses
- $363,438
- Total expenses
- $13,033,897
- Net increase / (decrease)
- $24,459,204
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $169,323 | $0 | 2023 |
| Morgan Stanley Smith Barney | RECORDKEEPER | $143,960 | $0 | 2023 |
| Citrin Cooperman & Co.,Llp | AUDITOR | $39,375 | not reported in the loaded dataset | 2023 |
| Kravitz, LLC | NONE | $10,780 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lewis Brisbois Bisgaard & Smith Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- John Hancock Life Insurance Company — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Citrin Cooperman & Co.,Llp — Schedule C compensation
- Kravitz, LLC — Schedule C compensation