2023 Form 5500 filing — Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust

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 20241014074715NAL0052722882001) for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust, reported by Cleary Gottlieb Steen & Hamilton Llp under EIN 13-5599083 and plan number 006. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$957.1MReported net assets$957,090,294

ParticipantsNot reported

Provider compensationNone reported1 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014074715NAL0052722882001
Plan sponsor: Cleary Gottlieb Steen & Hamilton Llp
EIN: 13-5599083
Plan number: 006
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)$957.1M total assets

Net assets$957.1MLiabilities$0

Money in vs. money out

Total income / additions$170.7M

Total expenses$0

Benefits paid / distributions$0

Full reported line items

Total assets (EOY): $957,090,294
Total liabilities (EOY): $0
Net assets (EOY): $957,090,294
Total income / additions: $170,687,013
Benefits paid: $0
Administrative expenses: $0
Total expenses: $0
Net increase / (decrease): $170,687,013

Schedule C

Reported service provider compensation

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

1
Fidelity Investments Institutional$0
NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014074715NAL0052722882001 cover?: It is the 2023 Form 5500 filing for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust, reported by Cleary Gottlieb Steen & Hamilton Llp (EIN 13-5599083).
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).