2023 Form 5500 filing — Piper Sandler Companies Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722140424NAL0010563905002) for Piper Sandler Companies Retirement Plan, reported by Piper Sandler Companies under EIN 30-0168701 and plan number 001. It reports 2,610 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722140424NAL0010563905002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Piper Sandler Companies
- EIN
- 30-0168701
- Plan number
- 001
- Location
- Minneapolis, MN
- Participants
- 2,610
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $583,996,591
- Total liabilities (EOY)
- $173,706
- Net assets (EOY)
- $583,822,885
- Employer contributions
- $12,983,391
- Participant contributions
- $35,822,847
- Total income / additions
- $137,443,718
- Benefits paid
- $36,303,110
- Administrative expenses
- $154,107
- Total expenses
- $36,457,217
- Net increase / (decrease)
- $100,986,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $173,611 | not reported in the loaded dataset |
| Fisher Investments | NONE | $17,588 | not reported in the loaded dataset |
| Carlson Capital Management LLC | NONE | $7,661 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,921 | $0 |