2023 Form 5500 filing — The Ezralow Company, LLC 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 20241014080951NAL0025697409001) for The Ezralow Company, LLC 401(K) Profit Sharing Plan, reported by The Ezralow Company, LLC under EIN 95-4609011 and plan number 003. It reports 426 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014080951NAL0025697409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Ezralow Company, LLC
- EIN
- 95-4609011
- Plan number
- 003
- Location
- Calabasas, CA
- Participants
- 426
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,399,672
- Total liabilities (EOY)
- $39,918
- Net assets (EOY)
- $16,359,754
- Employer contributions
- $13,060
- Participant contributions
- $1,300,603
- Total income / additions
- $4,049,124
- Benefits paid
- $849,365
- Administrative expenses
- $6,971
- Total expenses
- $856,336
- Net increase / (decrease)
- $3,192,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | RECORDKEEPER | $6,971 | $14,294 |
| Charles Schwab Trust Bank | NONE | $0 | $5,326 |