Latham & Watkins Cash Balance Plan — Form 5500 plan (Latham & Watkins 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, Latham & Watkins Cash Balance Plan is a benefit plan reported by Latham & Watkins Llp under EIN 95-2018373 and plan number 046. The latest loaded filing year is 2023. The filing reports 621 participants and $418,942,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Latham & Watkins Llp
- EIN
- 95-2018373
- Plan number
- 046
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 621
- End-of-year plan assets
- $418,942,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 621 | H, C | 20240911120202NAL0014200466001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $418,942,914
- Total liabilities (EOY)
- $49,197
- Net assets (EOY)
- $418,893,717
- Net assets (BOY)
- $346,199,081
Income & contributions
- Employer contributions
- $62,872,983
- Total contributions
- $62,872,983
- Total income / additions
- $108,648,647
Expenses & distributions
- Benefits paid
- $35,479,272
- Administrative expenses
- $474,739
- Total expenses
- $35,954,011
- Net increase / (decrease)
- $72,694,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting LLC | NONE | $225,144 | not reported in the loaded dataset | 2023 |
| Captrust Financial Advisors | NONE | $85,000 | not reported in the loaded dataset | 2023 |
| Vanguard Fiduciary Trust Company | TRUSTEE | $54,801 | $0 | 2023 |
| Pietzsch, Bonnett & Womack, P.A. | NONE | $38,083 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin& Van Trigt Llp | NONE | $14,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Latham & Watkins Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- October Three Consulting LLC — Schedule C compensation
- Captrust Financial Advisors — Schedule C compensation
- Vanguard Fiduciary Trust Company — Schedule C compensation
- Pietzsch, Bonnett & Womack, P.A. — Schedule C compensation
- Holthouse Carlin& Van Trigt Llp — Schedule C compensation