2023 Form 5500 filing — William Blair 401(K) And Profit Sharing 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 20240829090651NAL0013339265001) for William Blair 401(K) And Profit Sharing Plan, reported by William Blair & Company, LLC under EIN 36-2214610 and plan number 001. It reports 2,691 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829090651NAL0013339265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William Blair & Company, LLC
- EIN
- 36-2214610
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 2,691
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,059,667,291
- Net assets (EOY)
- $1,059,667,291
- Employer contributions
- $15,827,032
- Participant contributions
- $42,942,305
- Total income / additions
- $227,436,106
- Benefits paid
- $53,249,047
- Administrative expenses
- $254,668
- Total expenses
- $53,710,413
- Net increase / (decrease)
- $173,725,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Callan Associates Inc | NONE | $247,200 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $13,638 | $1,706 |
| Schwab Retirement Plan Services,Inc | NONE | $6,200 | not reported in the loaded dataset |