2023 Form 5500 filing — Ltw Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828190259NAL0022633280001) for Ltw Retirement Plan, reported by Thompson Welch Soroko & Gilbert Llp under EIN 94-3030781 and plan number 002. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240828190259NAL0022633280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thompson Welch Soroko & Gilbert Llp
- EIN
- 94-3030781
- Plan number
- 002
- Location
- San Rafael, CA
- Participants
- 33
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,122,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,122,240
- Employer contributions
- $259,456
- Participant contributions
- $334,773
- Total income / additions
- $2,543,501
- Benefits paid
- $366,261
- Administrative expenses
- $34,763
- Total expenses
- $401,024
- Net increase / (decrease)
- $2,142,477
- Schedule source
- Schedule I