2023 Form 5500 filing — Susman Godfrey 401(K)/Retirement Savings 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 20241002125536NAL0014345904002) for Susman Godfrey 401(K)/Retirement Savings Plan, reported by Susman Godfrey L.L.P. under EIN 74-2138615 and plan number 002. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002125536NAL0014345904002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Susman Godfrey L.L.P.
- EIN
- 74-2138615
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,164,587
- Net assets (EOY)
- $195,164,587
- Employer contributions
- $6,811,819
- Participant contributions
- $5,671,671
- Total income / additions
- $39,505,892
- Benefits paid
- $1,207,307
- Administrative expenses
- $86,142
- Total expenses
- $1,339,045
- Net increase / (decrease)
- $38,166,847
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tortoise Investment Management | NONE | $52,730 | not reported in the loaded dataset |
| Rnc Genter Capital Management | NONE | $30,658 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,320 | $0 |