2023 Form 5500 filing — Jackson Walker Llp Qualified Retirement Plan I
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 20241008113610NAL0017474209001) for Jackson Walker Llp Qualified Retirement Plan I, reported by Jackson Walker Llp under EIN 75-0764921 and plan number 002. It reports 570 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113610NAL0017474209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Walker Llp
- EIN
- 75-0764921
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 570
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $261,442,488
- Net assets (EOY)
- $261,442,488
- Employer contributions
- $4,376,249
- Participant contributions
- $8,560,463
- Total income / additions
- $59,849,607
- Benefits paid
- $14,205,443
- Administrative expenses
- $150,349
- Total expenses
- $14,357,912
- Net increase / (decrease)
- $45,491,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bok Financial Private Wealth I | NONE | $69,573 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $54,891 | not reported in the loaded dataset |
| Luther King Capital Management | NONE | $19,565 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,328 | $0 |