2023 Form 5500 filing — Dla Piper Llp (Us) Profit Sharing And 401(K) Savings 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 20241014174455NAL0028009361001) for Dla Piper Llp (Us) Profit Sharing And 401(K) Savings Plan, reported by Dla Piper Llp (Us) under EIN 52-0616490 and plan number 004. It reports 4,548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014174455NAL0028009361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dla Piper Llp (Us)
- EIN
- 52-0616490
- Plan number
- 004
- Location
- Baltimore, MD
- Participants
- 4,548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,555,992,179
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,555,992,179
- Employer contributions
- $41,332,525
- Participant contributions
- $44,726,689
- Total income / additions
- $334,154,816
- Benefits paid
- $119,782,778
- Administrative expenses
- $494,966
- Total expenses
- $120,375,957
- Net increase / (decrease)
- $213,778,859
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $244,364 | $0 |
| Rothschild Investment LLC | INV ADV, PARTICIPANTS | $71,957 | not reported in the loaded dataset |
| Verdence Capital Advisors LLC | INV ADV, PARTICIPANTS | $50,567 | not reported in the loaded dataset |
| At Investment Advisers Inc | INV ADV, PARTICIPANTS | $31,501 | not reported in the loaded dataset |
| Corient Private Wealth LLC | INV ADV, PARTICIPANTS | $24,870 | not reported in the loaded dataset |
| Kovitz Investment Group Partne | INV ADV, PARTICIPANTS | $23,285 | not reported in the loaded dataset |
| Tufton Capital Management LLC | INV ADV, PARTICIPANTS | $21,670 | not reported in the loaded dataset |
| First Republic Investment Mana | INV ADV, PARTICIPANTS | $7,824 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | BROKER/DEALER | $6,115 | $0 |
| Leslie Gale Advisors LLC | INV ADV, PARTICIPANTS | $6,031 | not reported in the loaded dataset |
| Wms Partners LLC | INV ADV, PARTICIPANTS | $5,288 | not reported in the loaded dataset |