2023 Form 5500 filing — Tobin Lucks, Llp 401(K) Profit Sharing 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 20240920054543NAL0004219811001) for Tobin Lucks, Llp 401(K) Profit Sharing Plan, reported by Tobin Lucks, Llp under EIN 43-1983451 and plan number 006. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920054543NAL0004219811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tobin Lucks, Llp
- EIN
- 43-1983451
- Plan number
- 006
- Location
- West Hills, CA
- Participants
- 212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,000,577
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,000,577
- Employer contributions
- $78,243
- Participant contributions
- $998,493
- Total income / additions
- $4,923,114
- Benefits paid
- $637,973
- Administrative expenses
- $79,240
- Total expenses
- $720,911
- Net increase / (decrease)
- $4,202,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co Inc. | INVESTMENT ADVISOR | $37,596 | not reported in the loaded dataset |