Piper Sandler Companies Retirement Plan — Form 5500 plan (Piper Sandler Companies)
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, Piper Sandler Companies Retirement Plan is a benefit plan reported by Piper Sandler Companies under EIN 30-0168701 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,610 participants and $583,996,591 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Piper Sandler Companies
- EIN
- 30-0168701
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 2,610
- End-of-year plan assets
- $583,996,591
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,610 | H, C | 20240722140424NAL0010563905002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $583,996,591
- Total liabilities (EOY)
- $173,706
- Net assets (EOY)
- $583,822,885
- Net assets (BOY)
- $482,836,384
Income & contributions
- Employer contributions
- $12,983,391
- Participant contributions
- $35,822,847
- Total contributions
- $51,645,023
- Total income / additions
- $137,443,718
Expenses & distributions
- Benefits paid
- $36,303,110
- Administrative expenses
- $154,107
- Total expenses
- $36,457,217
- Net increase / (decrease)
- $100,986,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $173,611 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $17,588 | not reported in the loaded dataset | 2023 |
| Carlson Capital Management LLC | NONE | $7,661 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,921 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Piper Sandler Companies
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Carlson Capital Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation