2023 Form 5500 filing — Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & 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 20241015110903NAL0014458115005) for Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & Trust, reported by Floyd Skeren Manukian Langevin, Llp under EIN 46-4244507 and plan number 001. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110903NAL0014458115005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Floyd Skeren Manukian Langevin, Llp
- EIN
- 46-4244507
- Plan number
- 001
- Location
- Thousand Oaks, CA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,126,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,126,363
- Employer contributions
- $4,127
- Participant contributions
- $594,523
- Total income / additions
- $1,549,000
- Benefits paid
- $822,799
- Administrative expenses
- $46,874
- Total expenses
- $869,673
- Net increase / (decrease)
- $679,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions L | RECORDKEEPER | $45,936 | $0 |
| Liden, Nestle, Soled & Associates | RECORDKEEPER | $938 | $0 |
| Fmb Retirement Services, L.P. | INVESTMENT ADVISORY - PL | not reported in the loaded dataset | not reported in the loaded dataset |