2023 Form 5500 filing — Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) 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 20241014132216NAL0052416162001) for Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) Plan, reported by Law Offices Of Pearlman, Brown & Wax, L.L.P. under EIN 95-4135006 and plan number 004. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132216NAL0052416162001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Law Offices Of Pearlman, Brown & Wax, L.L.P.
- EIN
- 95-4135006
- Plan number
- 004
- Location
- Encino, CA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,563,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,563,551
- Employer contributions
- $73,640
- Participant contributions
- $773,579
- Total income / additions
- $3,529,242
- Benefits paid
- $1,645,454
- Administrative expenses
- $8,260
- Total expenses
- $1,653,714
- Net increase / (decrease)
- $1,875,528
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $31,840 |
| Truog-Ryding Inc | TPA | $3,650 | $9,351 |
| Singerlewak | ACCOUNTANT | $0 | $10,087 |
| 3(38) Invstment Fiduciaries | INVESTMENT ADVISORY | $0 | $5,610 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,610 | $0 |