2023 Form 5500 filing — Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust
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 20241004160436NAL0005808595001) for Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust, reported by Robert Charles Lesser & Co., LLC under EIN 52-2334830 and plan number 002. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004160436NAL0005808595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert Charles Lesser & Co., LLC
- EIN
- 52-2334830
- Plan number
- 002
- Location
- Bethesda, MD
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,953,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,953,732
- Employer contributions
- $822,781
- Participant contributions
- $1,090,440
- Total income / additions
- $5,369,414
- Benefits paid
- $543,342
- Administrative expenses
- $50,945
- Total expenses
- $594,287
- Net increase / (decrease)
- $4,775,127
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lion Street Advisors LLC | ADVISOR | $34,918 | not reported in the loaded dataset |
| Sentinel Benefits Group, Inc. | TPA | $12,212 | not reported in the loaded dataset |
| National Financial Services, LLC | CUSTODIAN | $3,815 | not reported in the loaded dataset |