Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii — Form 5500 plan (Lewis Brisbois Bisgaard & Smith 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, Lewis Brisbois Bisgaard & Smith Llp Cash Balance Pension Plan Iii is a benefit plan reported by Lewis Brisbois Bisgaard & Smith Llp under EIN 95-3720522 and plan number 007. The latest loaded filing year is 2023. The filing reports 185 participants and $44,739,363 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lewis Brisbois Bisgaard & Smith Llp
- EIN
- 95-3720522
- Plan number
- 007
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $44,739,363
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015181544NAL0015236531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,739,363
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,739,363
- Net assets (BOY)
- $31,235,956
Income & contributions
- Employer contributions
- $14,937,793
- Total contributions
- $14,937,793
- Total income / additions
- $16,049,875
Expenses & distributions
- Benefits paid
- $2,608,554
- Administrative expenses
- $60,933
- Total expenses
- $2,669,487
- Net increase / (decrease)
- $13,380,388
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | TRUSTEE | $60,933 | $0 | 2023 |