2023 Form 5500 filing — Steptoe & Johnson Llp Cash Balance Pension 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 20241009191326NAL0038055554001) for Steptoe & Johnson Llp Cash Balance Pension Plan, reported by Steptoe Llp under EIN 52-1349790 and plan number 007. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191326NAL0038055554001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steptoe Llp
- EIN
- 52-1349790
- Plan number
- 007
- Location
- Washington, DC
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $76,520,592
- Net assets (EOY)
- $76,520,592
- Employer contributions
- $5,395,043
- Total income / additions
- $13,562,401
- Benefits paid
- $6,827,411
- Administrative expenses
- $70,985
- Total expenses
- $6,898,396
- Net increase / (decrease)
- $6,664,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loomis Sayles & Company Lp | NONE | $34,744 | not reported in the loaded dataset |
| Schwab Retirment Plan Services, Inc | NONE | $23,377 | not reported in the loaded dataset |
| Charles Schwab And Co Inc | NONE | $0 | $0 |