Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) Plan — Form 5500 plan (Law Offices Of Pearlman, Brown & Wax, L.L.P.)
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, Law Offices Of Pearlman, Brown & Wax, L.L.P. 401(K) Plan is a benefit plan reported by Law Offices Of Pearlman, Brown & Wax, L.L.P. under EIN 95-4135006 and plan number 004. The latest loaded filing year is 2023. The filing reports 158 participants and $20,563,551 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Law Offices Of Pearlman, Brown & Wax, L.L.P.
- EIN
- 95-4135006
- Plan number
- 004
- Plan type
- 2
- Location
- Encino, CA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $20,563,551
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241014132216NAL0052416162001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,563,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,563,551
- Net assets (BOY)
- $18,688,023
Income & contributions
- Employer contributions
- $73,640
- Participant contributions
- $773,579
- Total contributions
- $847,219
- Total income / additions
- $3,529,242
Expenses & distributions
- Benefits paid
- $1,645,454
- Administrative expenses
- $8,260
- Total expenses
- $1,653,714
- Net increase / (decrease)
- $1,875,528
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | OTHER SERVICES | $0 | $31,840 | 2023 |
| Truog-Ryding Inc | TPA | $3,650 | $9,351 | 2023 |
| Singerlewak | ACCOUNTANT | $0 | $10,087 | 2023 |
| 3(38) Invstment Fiduciaries | INVESTMENT ADVISORY | $0 | $5,610 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $4,610 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Law Offices Of Pearlman, Brown & Wax, L.L.P.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Encino, CA
- Kestra Investment Services LLC — Schedule C compensation
- Truog-Ryding Inc — Schedule C compensation
- Singerlewak — Schedule C compensation
- 3(38) Invstment Fiduciaries — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation