2023 Form 5500 filing — Blank Rome Profit-Sharing 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 20241015120851NAL0049257456001) for Blank Rome Profit-Sharing Plan, reported by Blank Rome Llp under EIN 23-1311874 and plan number 001. It reports 1,120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015120851NAL0049257456001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blank Rome Llp
- EIN
- 23-1311874
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $487,670,219
- Net assets (EOY)
- $487,670,219
- Employer contributions
- $20,650,510
- Participant contributions
- $4,575,585
- Total income / additions
- $102,020,170
- Benefits paid
- $17,193,922
- Administrative expenses
- -$775
- Total expenses
- $17,193,147
- Net increase / (decrease)
- $84,827,023
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors | NONE | $63,448 | not reported in the loaded dataset |
| Matrix, Private Capital Group | NONE | $35,682 | not reported in the loaded dataset |
| Mazars Usa Llp | NONE | $29,016 | not reported in the loaded dataset |
| Copeland Capital Management, LLC | NONE | $20,651 | not reported in the loaded dataset |
| Mercer (Us) Inc. | NONE | $17,500 | not reported in the loaded dataset |
| Traynor Capital Management | NONE | $17,072 | not reported in the loaded dataset |
| Fisher Investments | NONE | $9,644 | not reported in the loaded dataset |
| Fidelity Investments Inst. Oper. Co | NONE | -$209,211 | $0 |