2023 Form 5500 filing — Latham & Watkins Cash Balance 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 20240911120202NAL0014200466001) for Latham & Watkins Cash Balance Plan, reported by Latham & Watkins Llp under EIN 95-2018373 and plan number 046. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911120202NAL0014200466001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Latham & Watkins Llp
- EIN
- 95-2018373
- Plan number
- 046
- Location
- Los Angeles, CA
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $418,942,914
- Total liabilities (EOY)
- $49,197
- Net assets (EOY)
- $418,893,717
- Employer contributions
- $62,872,983
- Total income / additions
- $108,648,647
- Benefits paid
- $35,479,272
- Administrative expenses
- $474,739
- Total expenses
- $35,954,011
- Net increase / (decrease)
- $72,694,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three Consulting LLC | NONE | $225,144 | not reported in the loaded dataset |
| Captrust Financial Advisors | NONE | $85,000 | not reported in the loaded dataset |
| Vanguard Fiduciary Trust Company | TRUSTEE | $54,801 | $0 |
| Pietzsch, Bonnett & Womack, P.A. | NONE | $38,083 | not reported in the loaded dataset |
| Holthouse Carlin& Van Trigt Llp | NONE | $14,400 | not reported in the loaded dataset |