Plan5500

Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan — Form 5500 plan (Clumeck Stern Schenkelberg & Getzoff)

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, Clumeck Stern Schenkelberg & Getzoff Defined Benefit Pension Plan is a benefit plan reported by Clumeck Stern Schenkelberg & Getzoff under EIN 95-4120221 and plan number 002. The latest loaded filing year is 2023. The filing reports 7 participants and $5,955,940 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6MPlan net assets, end of year$5,955,940
Participants7Covered participants reported
Assets / participant$850.8KComputed: assets ÷ participants$850,849 (computed)
Provider compensationNone reported
Plan sponsor
Clumeck Stern Schenkelberg & Getzoff
EIN
95-4120221
Plan number
002
Plan type
2
Location
Encino, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    7 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$901.7K
Total expenses$208.4K
Benefits paid / distributions$208.4K
Contributions
Employer$314.5K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$5,955,940
Total liabilities (EOY)
$0
Net assets (EOY)
$5,955,940
Net assets (BOY)
$5,262,628

Income & contributions

Employer contributions
$314,500
Participant contributions
$0
Total income / additions
$901,722

Expenses & distributions

Benefits paid
$208,410
Administrative expenses
$0
Total expenses
$208,410
Net increase / (decrease)
$693,312
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets3%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages