The Ezralow Company, LLC 401(K) Profit Sharing Plan — Form 5500 plan (The Ezralow Company, LLC)

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, The Ezralow Company, LLC 401(K) Profit Sharing Plan is a benefit plan reported by The Ezralow Company, LLC under EIN 95-4609011 and plan number 003. The latest loaded filing year is 2023. The filing reports 426 participants and $16,399,672 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ezralow Company, LLC
EIN
95-4609011
Plan number
003
Plan type
2
Location
Calabasas, CA
Latest filing year
2023
Participants
426
End-of-year plan assets
$16,399,672

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023426H, C20241014080951NAL0025697409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,399,672
Total liabilities (EOY)
$39,918
Net assets (EOY)
$16,359,754
Net assets (BOY)
$13,166,966

Income & contributions

Employer contributions
$13,060
Participant contributions
$1,300,603
Total contributions
$1,330,190
Total income / additions
$4,049,124

Expenses & distributions

Benefits paid
$849,365
Administrative expenses
$6,971
Total expenses
$856,336
Net increase / (decrease)
$3,192,788

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupRECORDKEEPER$6,971$14,2942023
Charles Schwab Trust BankNONE$0$5,3262023

Related Form 5500 pages