2023 Form 5500 filing — Katten Muchin Rosenman Llp Defined Contribution 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 20241015211905NAL0030941233001) for Katten Muchin Rosenman Llp Defined Contribution Plan, reported by Katten Muchin Rosenman Llp under EIN 36-2796532 and plan number 007. It reports 1,977 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015211905NAL0030941233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Katten Muchin Rosenman Llp
- EIN
- 36-2796532
- Plan number
- 007
- Location
- Chicago, IL
- Participants
- 1,977
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $699,287,822
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $699,287,822
- Employer contributions
- $16,471,877
- Participant contributions
- $20,453,693
- Total income / additions
- $148,834,000
- Benefits paid
- $33,616,106
- Administrative expenses
- $254,663
- Total expenses
- $33,870,769
- Net increase / (decrease)
- $114,963,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $128,996 | not reported in the loaded dataset |
| Capfinancial Partners LLC | NONE | $90,168 | not reported in the loaded dataset |
| Grant Thornton Llp | NONE | $35,500 | not reported in the loaded dataset |
| Cerity Partners LLC | NONE | $0 | $24,164 |
| Wealthspire Advisors LLC | NONE | $0 | $19,784 |
| Signature Estate And Investment | NONE | $0 | $17,551 |
| Mesirow Financial Invst. Mgmt. Inc. | NONE | $0 | $12,783 |
| Corient Private Wealth LLC | NONE | $0 | $8,560 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |