2023 Form 5500 filing — Jackson Walker Llp Qualified Retirement Plan Ii
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 20241008113610NAL0017474209006) for Jackson Walker Llp Qualified Retirement Plan Ii, reported by Jackson Walker Llp under EIN 75-0764921 and plan number 004. It reports 559 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008113610NAL0017474209006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Walker Llp
- EIN
- 75-0764921
- Plan number
- 004
- Location
- Dallas, TX
- Participants
- 559
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $182,734,831
- Net assets (EOY)
- $182,734,831
- Employer contributions
- $4,347,217
- Participant contributions
- $5,586,945
- Total income / additions
- $38,982,592
- Benefits paid
- $3,629,866
- Administrative expenses
- $108,399
- Total expenses
- $3,740,341
- Net increase / (decrease)
- $35,242,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $54,160 | not reported in the loaded dataset |
| Southern Wealth Management Llp | NONE | $23,467 | not reported in the loaded dataset |
| Wiseowl Capital LLC | NONE | $15,970 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $6,693 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $586 | $0 |