Baker & Mckenzie New York Profit Sharing Plan Ii — Form 5500 plan (Baker & Mckenzie 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, Baker & Mckenzie New York Profit Sharing Plan Ii is a benefit plan reported by Baker & Mckenzie Llp under EIN 36-2137456 and plan number 004. The latest loaded filing year is 2023. The filing reports 126 participants and $14,575,949 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Baker & Mckenzie Llp
EIN
36-2137456
Plan number
004
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
126
End-of-year plan assets
$14,575,949

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023126H, C20250411122322NAL0012623059001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,575,949
Total liabilities (EOY)
$8,779
Net assets (EOY)
$14,567,170
Net assets (BOY)
$12,626,901

Income & contributions

Employer contributions
$1,022,840
Total contributions
$1,022,840
Total income / additions
$2,936,387

Expenses & distributions

Benefits paid
$988,796
Administrative expenses
$7,322
Total expenses
$996,118
Net increase / (decrease)
$1,940,269

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwest Plan ServicesNONE$4,116not reported in the loaded dataset2023
Ernst & Young LlpNONE$1,220not reported in the loaded dataset2023
SageviewNONE$1,214not reported in the loaded dataset2023
Charles Schwab BankNONE$1,069$02023
Mastery PointNONE$152not reported in the loaded dataset2023
Russell Trust CompanyNONE$68$02023

Related Form 5500 pages