2023 Form 5500 filing — 401(K) Plan For Non-Secretarial Staff Of Patterson Belknap Webb & Tyler Llp

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 20241003095725NAL0005641619001) for 401(K) Plan For Non-Secretarial Staff Of Patterson Belknap Webb & Tyler Llp, reported by Patterson Belknap Webb & Tyler Llp under EIN 13-5622951 and plan number 004. It reports 213 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$85.3MReported net assets$85,323,239

Participants213

Provider compensation$14.5K1 Schedule C row(s)$14,456

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003095725NAL0005641619001
Plan sponsor: Patterson Belknap Webb & Tyler Llp
EIN: 13-5622951
Plan number: 004
Location: New York, NY
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$85.3M total assets

Net assets$85.3MLiabilities$0

Money in vs. money out

Total income / additions$17.2M

Total expenses$6M

Benefits paid / distributions$6M

Contributions

Employer$277

Participant$2.7M

Full reported line items

Total assets (EOY): $85,323,239
Total liabilities (EOY): $0
Net assets (EOY): $85,323,239
Employer contributions: $277
Participant contributions: $2,660,329
Total income / additions: $17,230,479
Benefits paid: $6,010,919
Administrative expenses: $14,136
Total expenses: $6,025,055
Net increase / (decrease): $11,205,424

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
The Vanguard Group, Inc.$14.5K
NONE · Direct $14.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003095725NAL0005641619001 cover?: It is the 2023 Form 5500 filing for 401(K) Plan For Non-Secretarial Staff Of Patterson Belknap Webb & Tyler Llp, reported by Patterson Belknap Webb & Tyler Llp (EIN 13-5622951).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).