Ogletree, Deakins, Nash, Smoak & Stewart 401(K) Savings Plan — Form 5500 plan (Ogletree, Deakins, Nash, Smoak & Stewart)

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, Ogletree, Deakins, Nash, Smoak & Stewart 401(K) Savings Plan is a benefit plan reported by Ogletree, Deakins, Nash, Smoak & Stewart under EIN 57-1044820 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,118 participants and $341,741,715 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ogletree, Deakins, Nash, Smoak & Stewart
EIN
57-1044820
Plan number
003
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
3,118
End-of-year plan assets
$341,741,715

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,118H, C20241014090555NAL0014676883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$341,741,715
Total liabilities (EOY)
$0
Net assets (EOY)
$341,741,715
Net assets (BOY)
$283,261,290

Income & contributions

Employer contributions
$2,097,403
Participant contributions
$23,503,130
Total contributions
$29,980,543
Total income / additions
$84,849,214

Expenses & distributions

Benefits paid
$26,151,367
Administrative expenses
$184,725
Total expenses
$26,368,789
Net increase / (decrease)
$58,480,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$137,801not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$46,924$02023

Related Form 5500 pages