2023 Form 5500 filing — Phillips Lytle Llp Retirement 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 20241011125854NAL0021898465001) for Phillips Lytle Llp Retirement Plan, reported by Phillips Lytle Llp under EIN 16-0505790 and plan number 002. It reports 360 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011125854NAL0021898465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Phillips Lytle Llp
- EIN
- 16-0505790
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 360
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $170,694,355
- Net assets (EOY)
- $170,694,355
- Employer contributions
- $4,964,227
- Participant contributions
- $1,396,526
- Total income / additions
- $28,850,224
- Benefits paid
- $21,549,332
- Administrative expenses
- $40,550
- Total expenses
- $21,624,432
- Net increase / (decrease)
- $7,225,792
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Courier Capital LLC | NONE | $27,196 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $13,354 | not reported in the loaded dataset |