2023 Form 5500 filing — Baker & Mckenzie New York Profit Sharing Plan Ii
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 20250411122322NAL0012623059001) for Baker & Mckenzie New York Profit Sharing Plan Ii, reported by Baker & Mckenzie Llp under EIN 36-2137456 and plan number 004. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250411122322NAL0012623059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baker & Mckenzie Llp
- EIN
- 36-2137456
- Plan number
- 004
- Location
- Chicago, IL
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,575,949
- Total liabilities (EOY)
- $8,779
- Net assets (EOY)
- $14,567,170
- Employer contributions
- $1,022,840
- Total income / additions
- $2,936,387
- Benefits paid
- $988,796
- Administrative expenses
- $7,322
- Total expenses
- $996,118
- Net increase / (decrease)
- $1,940,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwest Plan Services | NONE | $4,116 | not reported in the loaded dataset |
| Ernst & Young Llp | NONE | $1,220 | not reported in the loaded dataset |
| Sageview | NONE | $1,214 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $1,069 | $0 |
| Mastery Point | NONE | $152 | not reported in the loaded dataset |
| Russell Trust Company | NONE | $68 | $0 |