2023 Form 5500 filing — Cadwalader, Wickersham & Taft Llp Defined Contribution 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 20241014160721NAL0026669489001) for Cadwalader, Wickersham & Taft Llp Defined Contribution Plan, reported by Cadwalader, Wickersham & Taft Llp under EIN 13-4980350 and plan number 028. It reports 1,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$479.7MReported net assets$479,667,425

Participants1.5K1,461

Provider compensation$85.9K4 Schedule C row(s)$85,921

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014160721NAL0026669489001
Plan sponsor: Cadwalader, Wickersham & Taft Llp
EIN: 13-4980350
Plan number: 028
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)$479.7M total assets

Net assets$479.7MLiabilities$0

Money in vs. money out

Total income / additions$96.5M

Total expenses$72.8M

Benefits paid / distributions$72.7M

Contributions

Employer$7M

Participant$10.9M

Full reported line items

Total assets (EOY): $479,667,425
Total liabilities (EOY): $0
Net assets (EOY): $479,667,425
Employer contributions: $6,954,692
Participant contributions: $10,850,764
Total income / additions: $96,453,029
Benefits paid: $72,672,049
Administrative expenses: $85,921
Total expenses: $72,765,498
Net increase / (decrease): $23,687,531

Schedule C

Reported service provider compensation

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

1
Vanguard Fiduciary Trust Company$63.3K
AFFILIATE OF VANGUARD GRP · Direct $63.3K · Indirect $0
2
Strategic Advisors, Inc.$16.6K
NONE · Direct $16.6K
3
Fidelity Invest Inst Oper Comp LLC$6K
NONE · Direct $6K · Indirect $0
4
The Vanguard Group, Inc.$0
AFFILIATE OF VFTC · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014160721NAL0026669489001 cover?: It is the 2023 Form 5500 filing for Cadwalader, Wickersham & Taft Llp Defined Contribution Plan, reported by Cadwalader, Wickersham & Taft Llp (EIN 13-4980350).
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).