2023 Form 5500 filing — Clumeck Stern Schenkelberg & Getzoff 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 20241009174557NAL0019729025001) for Clumeck Stern Schenkelberg & Getzoff 401(K) Profit Sharing Plan, reported by Clumeck Stern Schenkelberg & Getzoff under EIN 95-4120221 and plan number 001. It reports 16 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241009174557NAL0019729025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Clumeck Stern Schenkelberg & Getzoff
- EIN
- 95-4120221
- Plan number
- 001
- Location
- Encino, CA
- Participants
- 16
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,808,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,808,262
- Employer contributions
- $207,562
- Participant contributions
- $233,721
- Total income / additions
- $1,471,872
- Benefits paid
- $423,000
- Administrative expenses
- $0
- Total expenses
- $457,350
- Net increase / (decrease)
- $1,014,522
- Schedule source
- Schedule I