2023 Form 5500 filing — Paul Hastings Llp Defined Contribution 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 20250317163746NAL0002818320001) for Paul Hastings Llp Defined Contribution Retirement Plan, reported by Paul Hastings Llp under EIN 95-2209675 and plan number 001. It reports 2,910 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250317163746NAL0002818320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Paul Hastings Llp
- EIN
- 95-2209675
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 2,910
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,023,819,887
- Total liabilities (EOY)
- $1,100
- Net assets (EOY)
- $1,023,818,787
- Employer contributions
- $36,258,930
- Participant contributions
- $23,706,408
- Total income / additions
- $226,404,522
- Benefits paid
- $80,303,038
- Administrative expenses
- $1,002,403
- Total expenses
- $81,305,441
- Net increase / (decrease)
- $145,099,081
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services | RECORDKEEPER | $514,926 | not reported in the loaded dataset |
| Morgan Stanley | INVESTMENT ADVISOR | $109,122 | not reported in the loaded dataset |
| Halbert Hargrove Russell | INVESTMENT ADVISOR | $90,386 | not reported in the loaded dataset |
| Wells Fargo Advisors | INVESTMENT ADVISOR | $52,028 | not reported in the loaded dataset |
| Oppenheimer | INVESTMENT ADVISOR | $46,186 | not reported in the loaded dataset |
| City National Bank | BROKERAGE & INV MGMT | $42,925 | not reported in the loaded dataset |
| Monograph Wealth Advisors | INVESTMENT ADVISOR | $30,010 | not reported in the loaded dataset |
| Tortoise Investment Management | INVESTMENT ADVISOR | $23,185 | not reported in the loaded dataset |
| Merrill Lynch | INVESTMENT ADVISOR | $21,904 | not reported in the loaded dataset |
| Perigon Wealth Management, LLC | INVESTMENT ADVISOR | $18,647 | not reported in the loaded dataset |
| Gv Financial Advisor | INVESTMENT ADVISOR | $16,272 | not reported in the loaded dataset |
| Charles Schwab | INVESTMENT ADVISOR | $9,656 | not reported in the loaded dataset |
| Lee-Way Financial | INVESTMENT ADVISOR | $7,520 | not reported in the loaded dataset |
| Sanford Bernstein | INVESTMENT ADVISOR | $5,282 | not reported in the loaded dataset |
| Td Ameritrade | INVESTMENT ADVISOR | $767 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |