Kramer Levin Associates Savings & Investment Plan — Form 5500 plan (Herbert Smith Freehills Kramer (Us) Llp)
Plain-English plan 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, Kramer Levin Associates Savings & Investment Plan is a benefit plan reported by Herbert Smith Freehills Kramer (Us) Llp under EIN 13-1944339 and plan number 005. The latest loaded filing year is 2023. The filing reports 908 participants and $153,179,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herbert Smith Freehills Kramer (Us) Llp
- EIN
- 13-1944339
- Plan number
- 005
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 908
- End-of-year plan assets
- $153,179,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 908 | H, C | 20250715145704NAL0001406835001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $153,179,822
- Total liabilities (EOY)
- $111,349
- Net assets (EOY)
- $153,068,473
- Net assets (BOY)
- $120,596,430
Income & contributions
- Employer contributions
- $3,446
- Participant contributions
- $6,154,053
- Total contributions
- $6,873,657
- Total income / additions
- $40,469,347
Expenses & distributions
- Benefits paid
- $7,648,954
- Administrative expenses
- $133,874
- Total expenses
- $7,782,828
- Net increase / (decrease)
- $32,686,519
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $69,406 | not reported in the loaded dataset | 2023 |
| Cbiz Cpas, P.C. | NONE | $43,223 | not reported in the loaded dataset | 2023 |
| Graystone Consulting | NONE | $21,245 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herbert Smith Freehills Kramer (Us) Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Oneamerica Retirement Services, LLC — Schedule C compensation
- Cbiz Cpas, P.C. — Schedule C compensation
- Graystone Consulting — Schedule C compensation
- Matrix Trust Company — Schedule C compensation