2023 Form 5500 filing — Foley & Lardner Llp Pension 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 20241106114355NAL0008926929001) for Foley & Lardner Llp Pension Plan, reported by Foley & Lardner Llp under EIN 39-0473800 and plan number 003. It reports 350 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)$46.6MReported net assets$46,583,229
Participants350
Provider compensation$134.8K2 Schedule C row(s)$134,841
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241106114355NAL0008926929001
Plan sponsor
Foley & Lardner Llp
EIN
39-0473800
Plan number
003
Location
Milwaukee, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$46.6M total assets
Net assets$46.6MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$3.8M
Benefits paid / distributions$3.7M
Contributions
Employer$1.9M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$46,583,229
Total liabilities (EOY)
$0
Net assets (EOY)
$46,583,229
Employer contributions
$1,900,000
Total income / additions
$3,517,063
Benefits paid
$3,707,827
Administrative expenses
$134,841
Total expenses
$3,842,668
Net increase / (decrease)
-$325,605
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $113.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $21K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241106114355NAL0008926929001 cover?
It is the 2023 Form 5500 filing for Foley & Lardner Llp Pension Plan, reported by Foley & Lardner Llp (EIN 39-0473800).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages