O'Melveny & Myers Llp Cash Balance Plan — Form 5500 plan (O'Melveny & Myers 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, O'Melveny & Myers Llp Cash Balance Plan is a benefit plan reported by O'Melveny & Myers Llp under EIN 95-1066597 and plan number 020. The latest loaded filing year is 2023. The filing reports 272 participants and $192,080,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- O'Melveny & Myers Llp
- EIN
- 95-1066597
- Plan number
- 020
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $192,080,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20241015185918NAL0029441729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $192,080,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,080,164
- Net assets (BOY)
- $152,301,484
Income & contributions
- Employer contributions
- $23,780,339
- Total contributions
- $23,780,339
- Total income / additions
- $48,862,321
Expenses & distributions
- Benefits paid
- $8,852,362
- Administrative expenses
- $231,279
- Total expenses
- $9,083,641
- Net increase / (decrease)
- $39,778,680
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Canterbury Consulting | INVESTMENT ADVISOR | $174,674 | not reported in the loaded dataset | 2023 |
| Aristotle Management Co | INVESTMENT MANAGER | $39,388 | not reported in the loaded dataset | 2023 |
| Dsm Capital Partners | INVESTMENT MANAGER | $18,075 | not reported in the loaded dataset | 2023 |