3rd & La Cienega Financial, LLC 401(K) Profit Sharing Plan — Form 5500 plan (3rd & La Cienega Financial, LLC)
Plain-English plan 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, 3rd & La Cienega Financial, LLC 401(K) Profit Sharing Plan is a benefit plan reported by 3rd & La Cienega Financial, LLC under EIN 46-1705095 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $3,564,528 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 3rd & La Cienega Financial, LLC
- EIN
- 46-1705095
- Plan number
- 002
- Plan type
- 2
- Location
- San Clemente, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $3,564,528
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20241014080742NAL0043817792001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,564,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,564,528
- Net assets (BOY)
- $3,393,901
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $309,741
Expenses & distributions
- Benefits paid
- $138,589
- Administrative expenses
- $0
- Total expenses
- $139,114
- Net increase / (decrease)
- $170,627
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.