2023 Form 5500 filing — Jackson Lewis P.C. Profit Sharing 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 20240918083229NAL0004249905001) for Jackson Lewis P.C. Profit Sharing Plan, reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 003. It reports 724 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918083229NAL0004249905001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Lewis P.C.
- EIN
- 46-3862389
- Plan number
- 003
- Location
- West Harrison, NY
- Participants
- 724
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,665,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,665,594
- Employer contributions
- $2,306,526
- Participant contributions
- $0
- Total income / additions
- $4,798,102
- Benefits paid
- $1,030,602
- Administrative expenses
- $72,747
- Total expenses
- $1,103,349
- Net increase / (decrease)
- $3,694,753
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,800 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,984 | $0 |