2023 Form 5500 filing — Proskauer Rose Llp Savings Plan For Staff And Partners
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 20241014092157NAL0014694771001) for Proskauer Rose Llp Savings Plan For Staff And Partners, reported by Proskauer Rose Llp under EIN 13-1840454 and plan number 037. It reports 1,337 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092157NAL0014694771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Proskauer Rose Llp
- EIN
- 13-1840454
- Plan number
- 037
- Location
- New York, NY
- Participants
- 1,337
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $356,075,860
- Net assets (EOY)
- $356,075,860
- Employer contributions
- $1,067
- Participant contributions
- $11,430,449
- Total income / additions
- $70,535,222
- Benefits paid
- $23,023,702
- Administrative expenses
- $115,871
- Total expenses
- $23,155,899
- Net increase / (decrease)
- $47,379,323
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners LLC | NONE | $41,014 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $27,248 | not reported in the loaded dataset |
| Kb Financial Partners LLC | NONE | $17,488 | not reported in the loaded dataset |
| 46 Peaks Investment | NONE | $9,847 | not reported in the loaded dataset |
| Gould Asset Management LLC | NONE | $7,443 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,056 | $0 |