Loeb & Loeb Llp Profit Sharing And 401(K) Plan — Form 5500 plan (Loeb & Loeb 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, Loeb & Loeb Llp Profit Sharing And 401(K) Plan is a benefit plan reported by Loeb & Loeb Llp under EIN 95-1780806 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,065 participants and $396,057,278 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loeb & Loeb Llp
- EIN
- 95-1780806
- Plan number
- 005
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 1,065
- End-of-year plan assets
- $396,057,278
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,065 | H, C | 20241011202514NAL0039997232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $396,057,278
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $396,057,278
- Net assets (BOY)
- $347,675,598
Income & contributions
- Employer contributions
- $7,073,713
- Participant contributions
- $10,258,962
- Total contributions
- $19,558,980
- Total income / additions
- $83,733,702
Expenses & distributions
- Benefits paid
- $35,030,288
- Administrative expenses
- $321,734
- Total expenses
- $35,352,022
- Net increase / (decrease)
- $48,381,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $134,938 | $0 | 2023 |
| Ubs Financial Services | INVESTMENT ADVISOR | $80,509 | not reported in the loaded dataset | 2023 |
| City National Bank | INVESTMENT ADVISOR | $31,217 | not reported in the loaded dataset | 2023 |
| Hightower Advisors | INVESTMENT ADVISOR | $29,088 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | INVESTMENT ADVISOR | $20,375 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | ADVISOR | $15,568 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
| Mscs Fs Div Of Broadridge Bpo, LLC | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Loeb & Loeb Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Oneamerica Retirement Services LLC — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- City National Bank — Schedule C compensation
- Hightower Advisors — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Mscs Fs Div Of Broadridge Bpo, LLC — Schedule C compensation