Holland And Knight Profit Sharing Plan & Trust — Form 5500 plan (Holland & Knight 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, Holland And Knight Profit Sharing Plan & Trust is a benefit plan reported by Holland & Knight Llp under EIN 59-0663819 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,324 participants and $1,770,378,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Holland & Knight Llp
- EIN
- 59-0663819
- Plan number
- 001
- Plan type
- 2
- Location
- Brandon, FL
- Latest filing year
- 2023
- Participants
- 4,324
- End-of-year plan assets
- $1,770,378,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,324 | H, C | 20241011083329NAL0022416961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,770,378,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,770,378,251
- Net assets (BOY)
- $1,321,907,640
Income & contributions
- Employer contributions
- $39,640,302
- Participant contributions
- $48,310,558
- Total contributions
- $119,533,075
- Total income / additions
- $384,198,951
Expenses & distributions
- Benefits paid
- $113,207,724
- Administrative expenses
- $725,256
- Total expenses
- $113,924,213
- Net increase / (decrease)
- $270,274,738
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $237,359 | not reported in the loaded dataset | 2023 |
| Brinker Capital Investments, LLC | CONSULTANT | $69,023 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $65,000 | not reported in the loaded dataset | 2023 |
| Sc&H Attest Services, P.C. | ACCOUNTANT/AUDITOR | $49,250 | not reported in the loaded dataset | 2023 |
| Flaharty Asset Management LLC | CONSULTANT | $21,630 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | ACTUARY | $17,000 | not reported in the loaded dataset | 2023 |
| Florida Atlantic S.C | CONSULTANT | $15,534 | not reported in the loaded dataset | 2023 |
| Raymond James And Assoc Inc | CONSULTANT | $5,348 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$102,144 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Holland & Knight Llp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Brandon, FL
- Strategic Advisors, Inc. — Schedule C compensation
- Brinker Capital Investments, LLC — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Sc&H Attest Services, P.C. — Schedule C compensation
- Flaharty Asset Management LLC — Schedule C compensation
- October Three Consulting LLC — Schedule C compensation
- Florida Atlantic S.C — Schedule C compensation
- Raymond James And Assoc Inc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation