2023 Form 5500 filing — Locke Lord Llp 2017 Partners 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 20241015111951NAL0028181137001) for Locke Lord Llp 2017 Partners Cash Balance Plan, reported by Locke Lord Llp under EIN 74-1164324 and plan number 012. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$66.8MReported net assets$66,847,390
Participants325
Provider compensation$21K1 Schedule C row(s)$21,022
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015111951NAL0028181137001
- Plan sponsor
- Locke Lord Llp
- EIN
- 74-1164324
- Plan number
- 012
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$66.8M total assets
Net assets$66.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $66,847,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,847,390
- Employer contributions
- $12,277,851
- Total income / additions
- $17,509,773
- Benefits paid
- $8,574,784
- Administrative expenses
- $21,022
- Total expenses
- $8,595,806
- Net increase / (decrease)
- $8,913,967
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Custody Solutions | TRUSTEE RECORDKEEPER | $20,000 | $1,022 |