Reed Smith Llp Cash Balance Retirement Plan — Form 5500 plan (Reed Smith 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, Reed Smith Llp Cash Balance Retirement Plan is a benefit plan reported by Reed Smith Llp under EIN 25-0749630 and plan number 008. The latest loaded filing year is 2023. The filing reports 486 participants and $146,982,149 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Reed Smith Llp
EIN
25-0749630
Plan number
008
Plan type
2
Location
Pittsburgh, PA
Latest filing year
2023
Participants
486
End-of-year plan assets
$146,982,149

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023486H, C20241014172904NAL0013688499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,982,149
Total liabilities (EOY)
$143,554
Net assets (EOY)
$146,838,595
Net assets (BOY)
$123,525,209

Income & contributions

Employer contributions
$23,804,164
Total contributions
$23,804,164
Total income / additions
$37,707,897

Expenses & distributions

Benefits paid
$14,043,835
Administrative expenses
$350,676
Total expenses
$14,394,511
Net increase / (decrease)
$23,313,386

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
October Three Consulting, LLCNONE$118,363not reported in the loaded dataset2023
Bny MellonNONE$104,453not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$15,750not reported in the loaded dataset2023
Sageview Advisory GroupNONE$14,500not reported in the loaded dataset2023

Related Form 5500 pages