2023 Form 5500 filing — Saul Ewing Retirement 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 20241015164737NAL0016909347002) for Saul Ewing Retirement Plan, reported by Saul Ewing Llp under EIN 23-1416352 and plan number 003. It reports 1,153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164737NAL0016909347002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Saul Ewing Llp
- EIN
- 23-1416352
- Plan number
- 003
- Location
- Philadelphia, PA
- Participants
- 1,153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $434,109,390
- Net assets (EOY)
- $434,109,390
- Employer contributions
- $20,858,872
- Participant contributions
- $9,939,135
- Total income / additions
- $101,606,797
- Benefits paid
- $34,789,764
- Administrative expenses
- $436,955
- Total expenses
- $35,226,719
- Net increase / (decrease)
- $66,380,078
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $97,173 | not reported in the loaded dataset |
| First Foundation Advisors | NONE | $46,115 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $26,537 | not reported in the loaded dataset |
| Apricus Wealth LLC | NONE | $23,517 | not reported in the loaded dataset |
| Eisneramper Llp | NONE | $22,360 | not reported in the loaded dataset |
| Westmount Partners LLC | NONE | $18,365 | not reported in the loaded dataset |
| Coho Partners Ltd | NONE | $17,133 | not reported in the loaded dataset |
| Verdence Capital Advisors LLC | NONE | $13,413 | not reported in the loaded dataset |
| Nw Mutual Life Insurance Company | NONE | $11,536 | not reported in the loaded dataset |
| Schiavi & Company LLC | NONE | $8,823 | not reported in the loaded dataset |
| Mcadam LLC | NONE | $7,177 | not reported in the loaded dataset |
| Charles Schwab & Co.,Inc. | NONE | $1,810 | $0 |