2023 Form 5500 filing — Schnader Harrison Segal & Lewis Llp Retirement And Savings 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 20241015162650NAL0057229874002) for Schnader Harrison Segal & Lewis Llp Retirement And Savings Plan, reported by Schnader Harrison Segal & Lewis Llp under EIN 23-1383844 and plan number 002. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162650NAL0057229874002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schnader Harrison Segal & Lewis Llp
- EIN
- 23-1383844
- Plan number
- 002
- Location
- Philadelphia, PA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,100,807
- Total liabilities (EOY)
- $22,751
- Net assets (EOY)
- $40,078,056
- Employer contributions
- -$284
- Participant contributions
- $971,367
- Total income / additions
- $12,622,370
- Benefits paid
- $99,136,752
- Administrative expenses
- $293,846
- Total expenses
- $99,430,598
- Net increase / (decrease)
- -$86,808,228
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $170,698 | not reported in the loaded dataset |
| Marcum Llp | NONE | $63,345 | not reported in the loaded dataset |
| The Haverford Trust Company | NONE | $59,987 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,471 | $0 |