2023 Form 5500 filing — O'Melveny & Myers Llp Cash Balance 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 20241015185918NAL0029441729001) for O'Melveny & Myers Llp Cash Balance Plan, reported by O'Melveny & Myers Llp under EIN 95-1066597 and plan number 020. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185918NAL0029441729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- O'Melveny & Myers Llp
- EIN
- 95-1066597
- Plan number
- 020
- Location
- Los Angeles, CA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $192,080,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $192,080,164
- Employer contributions
- $23,780,339
- Total income / additions
- $48,862,321
- Benefits paid
- $8,852,362
- Administrative expenses
- $231,279
- Total expenses
- $9,083,641
- Net increase / (decrease)
- $39,778,680
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Canterbury Consulting | INVESTMENT ADVISOR | $174,674 | not reported in the loaded dataset |
| Aristotle Management Co | INVESTMENT MANAGER | $39,388 | not reported in the loaded dataset |
| Dsm Capital Partners | INVESTMENT MANAGER | $18,075 | not reported in the loaded dataset |