The American Law Institute Defined Contribution Retirement Plan — Form 5500 plan (The American Law Institute)
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, The American Law Institute Defined Contribution Retirement Plan is a benefit plan reported by The American Law Institute under EIN 23-1352013 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $38,970,798 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The American Law Institute
- EIN
- 23-1352013
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $38,970,798
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20240917121703NAL0002782833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,970,798
- Net assets (EOY)
- $38,970,798
- Net assets (BOY)
- $36,388,301
Income & contributions
- Employer contributions
- $359,546
- Participant contributions
- $548,628
- Total contributions
- $964,985
- Total income / additions
- $5,684,224
Expenses & distributions
- Benefits paid
- $2,982,492
- Administrative expenses
- $119,235
- Total expenses
- $3,101,727
- Net increase / (decrease)
- $2,582,497
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Kaplan LLC | NONE | $12,603 | not reported in the loaded dataset | 2023 |
| Tiaa | NONE | $10,805 | $0 | 2023 |