Clumeck Stern Schenkelberg & Getzoff 401(K) Profit Sharing Plan — Form 5500 plan (Clumeck Stern Schenkelberg & Getzoff)
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, Clumeck Stern Schenkelberg & Getzoff 401(K) Profit Sharing Plan is a benefit plan reported by Clumeck Stern Schenkelberg & Getzoff under EIN 95-4120221 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $8,808,262 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Clumeck Stern Schenkelberg & Getzoff
- EIN
- 95-4120221
- Plan number
- 001
- Plan type
- 2
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 16
- End-of-year plan assets
- $8,808,262
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 16 | I | 20241009174557NAL0019729025001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,808,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,808,262
- Net assets (BOY)
- $7,793,740
Income & contributions
- Employer contributions
- $207,562
- Participant contributions
- $233,721
- Total income / additions
- $1,471,872
Expenses & distributions
- Benefits paid
- $423,000
- Administrative expenses
- $0
- Total expenses
- $457,350
- Net increase / (decrease)
- $1,014,522
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.