2023 Form 5500 filing — King & Spalding Llp Profit Sharing - 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731142616NAL0012768979001) for King & Spalding Llp Profit Sharing - 401(K) Plan, reported by King & Spalding Llp under EIN 58-0520153 and plan number 001. It reports 3,085 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731142616NAL0012768979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- King & Spalding Llp
- EIN
- 58-0520153
- Plan number
- 001
- Location
- Atlanta, GA
- Participants
- 3,085
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,057,111,596
- Net assets (EOY)
- $1,057,111,596
- Employer contributions
- $19,768,235
- Participant contributions
- $39,767,015
- Total income / additions
- $235,306,806
- Benefits paid
- $76,897,931
- Administrative expenses
- $952,037
- Total expenses
- $77,967,129
- Net increase / (decrease)
- $157,339,677
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Zwj Investment Counsel Inc | NONE | $201,694 | not reported in the loaded dataset |
| Signaturefd LLC | NONE | $195,727 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $185,520 | not reported in the loaded dataset |
| Morgan Stanley Global | NONE | $126,245 | not reported in the loaded dataset |
| Academy Capital Management | NONE | $50,834 | not reported in the loaded dataset |
| Hb Wealth Management LLC | NONE | $47,388 | not reported in the loaded dataset |
| Cibc Private Wealth Advisors I | NONE | $43,367 | not reported in the loaded dataset |
| Fca Corp | NONE | $27,062 | not reported in the loaded dataset |
| Avidian Wealth Solutions LLC | NONE | $21,822 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $11,334 | not reported in the loaded dataset |
| Nicholas Hoffman & Company LLC | NONE | $11,219 | not reported in the loaded dataset |
| Northwestern Mutual Life Insurance | NONE | $9,927 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $8,526 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $8,004 | $15 |