Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Floyd Skeren Manukian Langevin, Llp)

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, Floyd, Skeren, Manukian, Langevin, Llp 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Floyd Skeren Manukian Langevin, Llp under EIN 46-4244507 and plan number 001. The latest loaded filing year is 2023. The filing reports 237 participants and $8,126,363 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Floyd Skeren Manukian Langevin, Llp
EIN
46-4244507
Plan number
001
Plan type
2
Location
Thousand Oaks, CA
Latest filing year
2023
Participants
237
End-of-year plan assets
$8,126,363

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241015110903NAL0014458115005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,126,363
Total liabilities (EOY)
$0
Net assets (EOY)
$8,126,363
Net assets (BOY)
$7,447,036

Income & contributions

Employer contributions
$4,127
Participant contributions
$594,523
Total contributions
$598,650
Total income / additions
$1,549,000

Expenses & distributions

Benefits paid
$822,799
Administrative expenses
$46,874
Total expenses
$869,673
Net increase / (decrease)
$679,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement Solutions LRECORDKEEPER$45,936$02023
Liden, Nestle, Soled & AssociatesRECORDKEEPER$938$02023
Fmb Retirement Services, L.P.INVESTMENT ADVISORY - PLnot reported in the loaded datasetnot reported in the loaded dataset2023

Related Form 5500 pages