2023 Form 5500 filing — Ljt & Associates, Inc. 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 20241001103537NAL0013391378001) for Ljt & Associates, Inc. Profit Sharing Plan, reported by Ljt & Associates, Inc. under EIN 63-1148956 and plan number 002. It reports 212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$274.2KReported net assets$274,228
Participants212
Provider compensation$14.8K3 Schedule C row(s)$14,788
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001103537NAL0013391378001
- Plan sponsor
- Ljt & Associates, Inc.
- EIN
- 63-1148956
- Plan number
- 002
- Location
- Colorado Springs, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$274.2K total assets
Net assets$274.2KLiabilities$0
Full reported line items
- Total assets (EOY)
- $274,228
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $274,228
- Total income / additions
- $0
- Benefits paid
- $0
- Administrative expenses
- $15,208
- Total expenses
- $15,208
- Net increase / (decrease)
- -$15,208
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kreischer Miller | NONE | $10,000 | not reported in the loaded dataset |
| Conrad M. Siegel, Inc. | NONE | $3,900 | not reported in the loaded dataset |
| Maury Keller, Cpa | NONE | $888 | not reported in the loaded dataset |