Jackson Lewis P.C. Retirement Savings Plan — Form 5500 plan (Jackson Lewis P.C.)
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, Jackson Lewis P.C. Retirement Savings Plan is a benefit plan reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,050 participants and $524,351,214 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Lewis P.C.
- EIN
- 46-3862389
- Plan number
- 001
- Plan type
- 2
- Location
- West Harrison, NY
- Latest filing year
- 2023
- Participants
- 2,050
- End-of-year plan assets
- $524,351,214
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,050 | H, C | 20241015172332NAL0029240881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $524,351,214
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $524,351,214
- Net assets (BOY)
- $471,923,036
Income & contributions
- Employer contributions
- $13,248,334
- Participant contributions
- $20,545,061
- Total contributions
- $37,467,501
- Total income / additions
- $100,151,747
Expenses & distributions
- Benefits paid
- $47,497,171
- Administrative expenses
- $213,913
- Total expenses
- $47,723,569
- Net increase / (decrease)
- $52,428,178
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $113,147 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $43,686 | $0 | 2023 |
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,800 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $21,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Lewis P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in West Harrison, NY
- Capfinancial Partners, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Bdo Usa, P.C. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation