Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii — 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 Cash Balance Pension Plan Iii is a benefit plan reported by Lewis Brisbois Bisgaard & Smith Llp under EIN 95-3720522 and plan number 007. The latest loaded filing year is 2023. The filing reports 185 participants and $44,739,363 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44.7MPlan net assets, end of year$44,739,363
Participants185Covered participants reported
Assets / participant$241.8KComputed: assets ÷ participants$241,834 (computed)
Provider compensation$60.9K1 Schedule C provider row(s)$60,933
- Plan sponsor
- Lewis Brisbois Bisgaard & Smith Llp
- EIN
- 95-3720522
- Plan number
- 007
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015181544NAL0015236531001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44.7M total assets
Net assets$44.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $44,739,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,739,363
- Net assets (BOY)
- $31,235,956
Income & contributions
- Employer contributions
- $14,937,793
- Total contributions
- $14,937,793
- Total income / additions
- $16,049,875
Expenses & distributions
- Benefits paid
- $2,608,554
- Administrative expenses
- $60,933
- Total expenses
- $2,669,487
- Net increase / (decrease)
- $13,380,388
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | TRUSTEE | $60,933 | $0 | 2023 |