White, Zuckerman, Warsavsky, Luna & Hunt, Llp 401(K) Profit Sharing Plan — Form 5500 plan (White, Zuckerman, Warsavsky, Luna & Hunt, 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, White, Zuckerman, Warsavsky, Luna & Hunt, Llp 401(K) Profit Sharing Plan is a benefit plan reported by White, Zuckerman, Warsavsky, Luna & Hunt, Llp under EIN 95-4115549 and plan number 001. The latest loaded filing year is 2023. The filing reports 90 participants and $13,917,066 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White, Zuckerman, Warsavsky, Luna & Hunt, Llp
- EIN
- 95-4115549
- Plan number
- 001
- Plan type
- 2
- Location
- Sherman Oaks, CA
- Latest filing year
- 2023
- Participants
- 90
- End-of-year plan assets
- $13,917,066
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 90 | I | 20241015135019NAL0049709728001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,917,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,917,066
- Net assets (BOY)
- $12,455,713
Income & contributions
- Employer contributions
- $54,053
- Participant contributions
- $644,348
- Total income / additions
- $2,861,709
Expenses & distributions
- Benefits paid
- $1,371,038
- Administrative expenses
- $29,318
- Total expenses
- $1,400,356
- Net increase / (decrease)
- $1,461,353
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.