Schnader Harrison Segal & Lewis Llp Retirement And Savings Plan — Form 5500 plan (Schnader Harrison Segal & Lewis 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, Schnader Harrison Segal & Lewis Llp Retirement And Savings Plan is a benefit plan reported by Schnader Harrison Segal & Lewis Llp under EIN 23-1383844 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $40,100,807 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schnader Harrison Segal & Lewis Llp
- EIN
- 23-1383844
- Plan number
- 002
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $40,100,807
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241015162650NAL0057229874002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,100,807
- Total liabilities (EOY)
- $22,751
- Net assets (EOY)
- $40,078,056
- Net assets (BOY)
- $126,483,749
Income & contributions
- Employer contributions
- -$284
- Participant contributions
- $971,367
- Total contributions
- $989,691
- Total income / additions
- $12,622,370
Expenses & distributions
- Benefits paid
- $99,136,752
- Administrative expenses
- $293,846
- Total expenses
- $99,430,598
- Net increase / (decrease)
- -$86,808,228
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $170,698 | not reported in the loaded dataset | 2023 |
| Marcum Llp | NONE | $63,345 | not reported in the loaded dataset | 2023 |
| The Haverford Trust Company | NONE | $59,987 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,471 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schnader Harrison Segal & Lewis Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Marcum Llp — Schedule C compensation
- The Haverford Trust Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation