2023 Form 5500 filing — The American Law Institute Defined Contribution Retirement 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 20240917121703NAL0002782833001) for The American Law Institute Defined Contribution Retirement Plan, reported by The American Law Institute under EIN 23-1352013 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917121703NAL0002782833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The American Law Institute
- EIN
- 23-1352013
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,970,798
- Net assets (EOY)
- $38,970,798
- Employer contributions
- $359,546
- Participant contributions
- $548,628
- Total income / additions
- $5,684,224
- Benefits paid
- $2,982,492
- Administrative expenses
- $119,235
- Total expenses
- $3,101,727
- Net increase / (decrease)
- $2,582,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Kaplan LLC | NONE | $12,603 | not reported in the loaded dataset |
| Tiaa | NONE | $10,805 | $0 |