Ltw Retirement Plan — Form 5500 plan (Thompson Welch Soroko & Gilbert 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, Ltw Retirement Plan is a benefit plan reported by Thompson Welch Soroko & Gilbert Llp under EIN 94-3030781 and plan number 002. The latest loaded filing year is 2023. The filing reports 33 participants and $13,122,240 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thompson Welch Soroko & Gilbert Llp
- EIN
- 94-3030781
- Plan number
- 002
- Plan type
- 2
- Location
- San Rafael, CA
- Latest filing year
- 2023
- Participants
- 33
- End-of-year plan assets
- $13,122,240
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 33 | I | 20240828190259NAL0022633280001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,122,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,122,240
- Net assets (BOY)
- $10,979,763
Income & contributions
- Employer contributions
- $259,456
- Participant contributions
- $334,773
- Total income / additions
- $2,543,501
Expenses & distributions
- Benefits paid
- $366,261
- Administrative expenses
- $34,763
- Total expenses
- $401,024
- Net increase / (decrease)
- $2,142,477
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.