Dla Piper Llp (Us) Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Dla Piper Llp (Us))

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, Dla Piper Llp (Us) Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Dla Piper Llp (Us) under EIN 52-0616490 and plan number 004. The latest loaded filing year is 2023. The filing reports 4,548 participants and $1,555,992,179 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dla Piper Llp (Us)
EIN
52-0616490
Plan number
004
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
4,548
End-of-year plan assets
$1,555,992,179

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,548H, C20241014174455NAL0028009361001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,555,992,179
Total liabilities (EOY)
$0
Net assets (EOY)
$1,555,992,179
Net assets (BOY)
$1,342,213,320

Income & contributions

Employer contributions
$41,332,525
Participant contributions
$44,726,689
Total contributions
$102,766,674
Total income / additions
$334,154,816

Expenses & distributions

Benefits paid
$119,782,778
Administrative expenses
$494,966
Total expenses
$120,375,957
Net increase / (decrease)
$213,778,859

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$244,364$02023
Rothschild Investment LLCINV ADV, PARTICIPANTS$71,957not reported in the loaded dataset2023
Verdence Capital Advisors LLCINV ADV, PARTICIPANTS$50,567not reported in the loaded dataset2023
At Investment Advisers IncINV ADV, PARTICIPANTS$31,501not reported in the loaded dataset2023
Corient Private Wealth LLCINV ADV, PARTICIPANTS$24,870not reported in the loaded dataset2023
Kovitz Investment Group PartneINV ADV, PARTICIPANTS$23,285not reported in the loaded dataset2023
Tufton Capital Management LLCINV ADV, PARTICIPANTS$21,670not reported in the loaded dataset2023
First Republic Investment ManaINV ADV, PARTICIPANTS$7,824not reported in the loaded dataset2023
Charles Schwab & Co, Inc.BROKER/DEALER$6,115$02023
Leslie Gale Advisors LLCINV ADV, PARTICIPANTS$6,031not reported in the loaded dataset2023
Wms Partners LLCINV ADV, PARTICIPANTS$5,288not reported in the loaded dataset2023

Related Form 5500 pages