Plan5500

Ljt & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Ljt & Associates, Inc.)

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, Ljt & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Ljt & Associates, Inc. under EIN 63-1148956 and plan number 002. The latest loaded filing year is 2023. The filing reports 212 participants and $274,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ljt & Associates, Inc.
EIN
63-1148956
Plan number
002
Plan type
2
Location
Colorado Springs, CO
Latest filing year
2023
Participants
212
End-of-year plan assets
$274,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023212H, C20241001103537NAL0013391378001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$274,228
Total liabilities (EOY)
$0
Net assets (EOY)
$274,228
Net assets (BOY)
$289,436

Income & contributions

Total contributions
$0
Total income / additions
$0

Expenses & distributions

Benefits paid
$0
Administrative expenses
$15,208
Total expenses
$15,208
Net increase / (decrease)
-$15,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kreischer MillerNONE$10,000not reported in the loaded dataset2023
Conrad M. Siegel, Inc.NONE$3,900not reported in the loaded dataset2023
Maury Keller, CpaNONE$888not reported in the loaded dataset2023

Related Form 5500 pages