2023 Form 5500 filing — Sullivan & Cromwell Llp Employees' 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 20241014230855NAL0015650819001) for Sullivan & Cromwell Llp Employees' Savings Plan, reported by Sullivan & Cromwell Llp under EIN 13-5420320 and plan number 003. It reports 615 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)$343.4MReported net assets$343,375,471
Participants615
Provider compensation$130.8K3 Schedule C row(s)$130,849
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014230855NAL0015650819001
Plan sponsor
Sullivan & Cromwell Llp
EIN
13-5420320
Plan number
003
Location
New York, NY
Received date
not reported in the loaded dataset
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)$343.4M total assets
Net assets$343.4MLiabilities$0
Money in vs. money out
Total income / additions$40.6M
Total expenses$10.9M
Benefits paid / distributions$10.7M
Contributions
Employer$2.9M
Participant$4.4M
Full reported line items
Total assets (EOY)
$343,375,471
Total liabilities (EOY)
$0
Net assets (EOY)
$343,375,471
Employer contributions
$2,940,890
Participant contributions
$4,364,386
Total income / additions
$40,610,424
Benefits paid
$10,745,592
Administrative expenses
$130,849
Total expenses
$10,876,441
Net increase / (decrease)
$29,733,983

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity InvestmentsRECORDKEEPER$89,362$0
Cook Street ConsultingINVESTMENT ADVISOR$31,377not reported in the loaded dataset
Seyfarth Shaw LlpNONE$10,110not reported in the loaded dataset

Related Form 5500 pages