2023 Form 5500 filing — Williams & Connolly Llp Savings 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 20241015102302NAL0016136755003) for Williams & Connolly Llp Savings Plan And Trust, reported by Williams & Connolly Llp under EIN 52-0851221 and plan number 003. It reports 686 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102302NAL0016136755003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams & Connolly Llp
- EIN
- 52-0851221
- Plan number
- 003
- Location
- Washington, DC
- Participants
- 686
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $146,496,029
- Net assets (EOY)
- $146,496,029
- Participant contributions
- $4,556,971
- Total income / additions
- $27,086,705
- Benefits paid
- $1,604,250
- Administrative expenses
- $156,582
- Total expenses
- $1,760,832
- Net increase / (decrease)
- $25,325,873
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wms Partners, LLC | NONE | $71,462 | not reported in the loaded dataset |
| Chevy Chase Trust Company | NONE | $58,032 | not reported in the loaded dataset |
| Apexium Financial Lp | NONE | $44,122 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $32,709 | not reported in the loaded dataset |
| Brown Advisory LLC | NONE | $18,612 | not reported in the loaded dataset |
| Bridgewater Advisors Inc | NONE | $18,333 | not reported in the loaded dataset |
| Klingman And Associates LLC | NONE | $12,917 | not reported in the loaded dataset |
| Glassman Wealth Services LLC | NONE | $10,730 | not reported in the loaded dataset |
| Leeward Financial Partners LLC | NONE | $8,472 | not reported in the loaded dataset |
| Corbyn Investment Management Inc | NONE | $6,136 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $5,931 | not reported in the loaded dataset |