2023 Form 5500 filing — Jackson Lewis P.C. Retirement 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 20241015172332NAL0029240881001) for Jackson Lewis P.C. Retirement Savings Plan, reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 001. It reports 2,050 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015172332NAL0029240881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jackson Lewis P.C.
- EIN
- 46-3862389
- Plan number
- 001
- Location
- West Harrison, NY
- Participants
- 2,050
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $524,351,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $524,351,214
- Employer contributions
- $13,248,334
- Participant contributions
- $20,545,061
- Total income / additions
- $100,151,747
- Benefits paid
- $47,497,171
- Administrative expenses
- $213,913
- Total expenses
- $47,723,569
- Net increase / (decrease)
- $52,428,178
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $113,147 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $43,686 | $0 |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,800 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $21,280 | not reported in the loaded dataset |