2023 Form 5500 filing — Williams & Connolly Llp Profit Sharing Plan And Trust
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 20241015084806NAL0047083632001) for Williams & Connolly Llp Profit Sharing Plan And Trust, reported by Williams & Connolly Llp under EIN 52-0851221 and plan number 002. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015084806NAL0047083632001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams & Connolly Llp
- EIN
- 52-0851221
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $255,449,348
- Total liabilities (EOY)
- $24,524
- Net assets (EOY)
- $255,424,824
- Employer contributions
- $6,256,403
- Total income / additions
- $42,879,643
- Benefits paid
- $4,192,099
- Administrative expenses
- $51,319
- Total expenses
- $4,243,418
- Net increase / (decrease)
- $38,636,225
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Glassman Wealth Services LLC | NONE | $28,791 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $192 | not reported in the loaded dataset |