2023 Form 5500 filing — Steptoe & Johnson Llp 401(K) 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 20241009191156NAL0019834817003) for Steptoe & Johnson Llp 401(K) Profit Sharing Plan, reported by Steptoe Llp under EIN 52-1349790 and plan number 001. It reports 1,044 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009191156NAL0019834817003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Steptoe Llp
- EIN
- 52-1349790
- Plan number
- 001
- Location
- Washington, DC
- Participants
- 1,044
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $399,798,679
- Net assets (EOY)
- $399,798,679
- Employer contributions
- $8,305,478
- Participant contributions
- $10,274,626
- Total income / additions
- $89,021,570
- Benefits paid
- $34,840,709
- Administrative expenses
- $212,364
- Total expenses
- $35,064,301
- Net increase / (decrease)
- $53,957,269
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Frontier Asset Management LLC | NONE | $60,165 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $52,775 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $28,369 | not reported in the loaded dataset |
| May Barnhard Investments LLC D | NONE | $26,218 | not reported in the loaded dataset |
| Alphacore Capital LLC | NONE | $17,868 | not reported in the loaded dataset |
| Private Advisor Group LLC | NONE | $11,184 | not reported in the loaded dataset |
| Mesirow Financial Investment M | NONE | $6,696 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,718 | $0 |