2023 Form 5500 filing — 401(K) Plan For 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 20241003100145NAL0009712353001) for 401(K) Plan For Secretarial Staff Of Patterson Belknap Webb & Tyler Llp, reported by Patterson Belknap Webb & Tyler Llp under EIN 13-5622951 and plan number 002. It reports 377 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)$87.3MReported net assets$87,306,134
Participants377
Provider compensation$25.1K1 Schedule C row(s)$25,082
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003100145NAL0009712353001
Plan sponsor
Patterson Belknap Webb & Tyler Llp
EIN
13-5622951
Plan number
002
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)$87.3M total assets
Net assets$87.3MLiabilities$0
Money in vs. money out
Total income / additions$16.1M
Total expenses$2.2M
Benefits paid / distributions$2.2M
Contributions
EmployerNot reported
Participant$2.7M
Full reported line items
Total assets (EOY)
$87,306,134
Total liabilities (EOY)
$0
Net assets (EOY)
$87,306,134
Participant contributions
$2,743,562
Total income / additions
$16,139,455
Benefits paid
$2,174,773
Administrative expenses
$24,882
Total expenses
$2,202,364
Net increase / (decrease)
$13,937,091
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $25.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003100145NAL0009712353001 cover?
It is the 2023 Form 5500 filing for 401(K) Plan For 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).

Related Form 5500 pages