Linklaters Llp 401(K) Plan For Associates — Form 5500 plan (Linklaters 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, Linklaters Llp 401(K) Plan For Associates is a benefit plan reported by Linklaters Llp under EIN 13-2733177 and plan number 003. The latest loaded filing year is 2023. The filing reports 282 participants and $30,996,136 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$31MPlan net assets, end of year$30,996,136
Participants282Covered participants reported
Assets / participant$109.9KComputed: assets ÷ participants$109,915 (computed)
Provider compensation$28.7K2 Schedule C provider row(s)$28,714
Plan sponsor
Linklaters Llp
EIN
13-2733177
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023282H, C20241001093033NAL0003160195004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$31M total assets
Net assets$31MLiabilities
Money in vs. money out
Total income / additions$8.7M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
EmployerNot reported
Participant$2.6M
Full reported line items

Net assets

Total assets (EOY)
$30,996,136
Net assets (EOY)
$30,996,136
Net assets (BOY)
$26,058,555

Income & contributions

Participant contributions
$2,571,641
Total contributions
$2,615,319
Total income / additions
$8,712,182

Expenses & distributions

Benefits paid
$2,779,392
Administrative expenses
$34,905
Total expenses
$2,819,020
Net increase / (decrease)
$5,893,162
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalNONE$28,714not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages