2023 Form 5500 filing — Arnold & Porter Kaye Scholer Llp Profit-Sharing And 401(K) Plan And Trust
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 20241015120100NAL0014559907003) for Arnold & Porter Kaye Scholer Llp Profit-Sharing And 401(K) Plan And Trust, reported by Arnold & Porter Kaye Scholer Llp under EIN 53-0208605 and plan number 001. It reports 3,010 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120100NAL0014559907003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arnold & Porter Kaye Scholer Llp
- EIN
- 53-0208605
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 3,010
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,348,312,830
- Net assets (EOY)
- $1,348,312,830
- Employer contributions
- $21,396,074
- Participant contributions
- $28,536,753
- Total income / additions
- $283,989,408
- Benefits paid
- $73,364,750
- Administrative expenses
- $531,983
- Total expenses
- $73,939,649
- Net increase / (decrease)
- $210,049,759
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $89,295 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $76,697 | not reported in the loaded dataset |
| Frontier Asset Management | NONE | $60,871 | not reported in the loaded dataset |
| Robert W Baird & Co | NONE | $44,807 | not reported in the loaded dataset |
| Caplan Financial Group LLC | NONE | $27,379 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $24,888 | not reported in the loaded dataset |
| Cranbrook Wealth Management | NONE | $22,976 | not reported in the loaded dataset |
| Aspiriant LLC | NONE | $20,532 | not reported in the loaded dataset |
| Invictus Private Wealth LLC | NONE | $20,478 | not reported in the loaded dataset |
| Truepoint Inc | NONE | $18,606 | not reported in the loaded dataset |
| Mclean Asset Management Corp | NONE | $18,542 | not reported in the loaded dataset |
| Manning & Napier Advisors LLC | NONE | $17,561 | not reported in the loaded dataset |
| Manning & Napier Group LLC | NONE | $14,927 | not reported in the loaded dataset |
| Triad Hybrid Solutions LLC | NONE | $13,425 | not reported in the loaded dataset |
| Sax Wealth Advisors LLC | NONE | $12,325 | not reported in the loaded dataset |
| Hightower Advisors LLC | NONE | $11,466 | not reported in the loaded dataset |
| Sage Rutty & Co Inc | NONE | $10,898 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $8,068 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $7,604 | $0 |
| Hemington Wealth Management Ll | NONE | $6,483 | not reported in the loaded dataset |
| Evermay Wealth Management LLC | NONE | $5,765 | not reported in the loaded dataset |