2023 Form 5500 filing — K&L Gates 401(K) Plan Beta
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 20241010094105NAL0009866467002) for K&L Gates 401(K) Plan Beta, reported by K&L Gates Llp under EIN 25-0921018 and plan number 003. It reports 2,037 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094105NAL0009866467002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- K&L Gates Llp
- EIN
- 25-0921018
- Plan number
- 003
- Location
- Pittsburgh, PA
- Participants
- 2,037
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $450,293,424
- Total liabilities (EOY)
- $13,567
- Net assets (EOY)
- $450,279,857
- Employer contributions
- $8,452,292
- Participant contributions
- $13,386,312
- Total income / additions
- $95,860,771
- Benefits paid
- $33,649,085
- Administrative expenses
- $173,980
- Total expenses
- $33,831,609
- Net increase / (decrease)
- $62,029,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Inv Inst Operations | RECORDKEEPER | $100,075 | $0 |
| Fiducient Advisors | INVESTMENT ADVISOR | $52,142 | not reported in the loaded dataset |
| Henry H. Armstrong | INVESTMENT ADVISOR | $30,098 | not reported in the loaded dataset |
| Schneider Downs & Co., Inc. | PLAN AUDITOR | $20,708 | not reported in the loaded dataset |
| Cibc Atlantic Tr Private W.M. | INVESTMENT ADVISOR | $16,214 | not reported in the loaded dataset |
| Chevy Chase Trust Company | INVESTMENT ADVISOR | $9,549 | not reported in the loaded dataset |