2023 Form 5500 filing — Retirement Plan For Associates And Staff Employees Of Curtis, Mallet-Prevost, Colt & Mosle Llp
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 20241014124519NAL0027303697001) for Retirement Plan For Associates And Staff Employees Of Curtis, Mallet-Prevost, Colt & Mosle Llp, reported by Curtis, Mallet-Prevost, Colt & Mosle Llp under EIN 13-5018900 and plan number 001. It reports 710 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014124519NAL0027303697001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Curtis, Mallet-Prevost, Colt & Mosle Llp
- EIN
- 13-5018900
- Plan number
- 001
- Location
- New York, NY
- Participants
- 710
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $112,333,185
- Total liabilities (EOY)
- $52,056,728
- Net assets (EOY)
- $60,276,457
- Total income / additions
- $6,988,267
- Benefits paid
- $1,341,512
- Administrative expenses
- $97,528
- Total expenses
- $1,439,040
- Net increase / (decrease)
- $5,549,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sentinel Advisors | NONE | $46,262 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | NONE | $40,198 | not reported in the loaded dataset |
| Reliance Trust Company | NONE | $5,867 | not reported in the loaded dataset |
| Wipfli Llp | NONE | $5,200 | not reported in the loaded dataset |