2023 Form 5500 filing — Barnes & Thornburg Llp 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 20241009112738NAL0009148451002) for Barnes & Thornburg Llp Profit Sharing Plan, reported by Barnes & Thornburg Llp under EIN 35-0900596 and plan number 002. It reports 1,627 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112738NAL0009148451002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barnes & Thornburg Llp
- EIN
- 35-0900596
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 1,627
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $658,042,896
- Net assets (EOY)
- $658,042,896
- Employer contributions
- $23,788,632
- Participant contributions
- $19,016,904
- Total income / additions
- $157,505,998
- Benefits paid
- $31,163,773
- Administrative expenses
- $402,148
- Total expenses
- $31,565,921
- Net increase / (decrease)
- $125,940,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $103,329 | not reported in the loaded dataset |
| Invst LLC | NONE | $68,717 | not reported in the loaded dataset |
| Keybank National Association | NONE | $0 | $60,287 |
| Lmcg Investments LLC | NONE | $40,542 | not reported in the loaded dataset |
| Column Capital Advisors LLC | NONE | $39,459 | not reported in the loaded dataset |
| Bedel Financial Consulting Inc | NONE | $38,124 | not reported in the loaded dataset |
| Woodley Farra Manion Portfolio | NONE | $19,941 | not reported in the loaded dataset |
| Private Advisor Group LLC | NONE | $16,777 | not reported in the loaded dataset |
| Cambridge Investment Research | NONE | $11,732 | not reported in the loaded dataset |
| Deerfield Financial Advisors I | NONE | $11,609 | not reported in the loaded dataset |
| Indiana Trust Wealth Mgmnt | NONE | $11,005 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $9,089 | $15 |
| Phillips Financial Management | NONE | $8,264 | not reported in the loaded dataset |
| Valmark Advisers Inc | NONE | $7,485 | not reported in the loaded dataset |
| Ausdal Financial Partners Inc | NONE | $6,936 | not reported in the loaded dataset |