Jackson Lewis P.C. Profit Sharing 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. Profit Sharing Plan is a benefit plan reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 003. The latest loaded filing year is 2023. The filing reports 724 participants and $18,665,594 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
- 003
- Plan type
- 2
- Location
- West Harrison, NY
- Latest filing year
- 2023
- Participants
- 724
- End-of-year plan assets
- $18,665,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 724 | H, C | 20240918083229NAL0004249905001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,665,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,665,594
- Net assets (BOY)
- $14,970,841
Income & contributions
- Employer contributions
- $2,306,526
- Participant contributions
- $0
- Total contributions
- $2,306,526
- Total income / additions
- $4,798,102
Expenses & distributions
- Benefits paid
- $1,030,602
- Administrative expenses
- $72,747
- Total expenses
- $1,103,349
- Net increase / (decrease)
- $3,694,753
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bdo Usa, P.C. | ACCOUNTANT/AUDITOR | $35,800 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,984 | $0 | 2023 |