2023 Form 5500 filing — Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii
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 20241015181544NAL0015236531001) for Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii, reported by Lewis Brisbois Bisgaard & Smith Llp under EIN 95-3720522 and plan number 007. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015181544NAL0015236531001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lewis Brisbois Bisgaard & Smith Llp
- EIN
- 95-3720522
- Plan number
- 007
- Location
- Los Angeles, CA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,739,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,739,363
- Employer contributions
- $14,937,793
- Total income / additions
- $16,049,875
- Benefits paid
- $2,608,554
- Administrative expenses
- $60,933
- Total expenses
- $2,669,487
- Net increase / (decrease)
- $13,380,388
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney | TRUSTEE | $60,933 | $0 |