2023 Form 5500 filing — Kramer Levin Savings & Investment 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 20250715150201NAL0004919986001) for Kramer Levin Savings & Investment Plan, reported by Herbert Smith Freehills Kramer (Us) Llp under EIN 13-1944339 and plan number 004. It reports 241 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715150201NAL0004919986001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herbert Smith Freehills Kramer (Us) Llp
- EIN
- 13-1944339
- Plan number
- 004
- Location
- New York, NY
- Participants
- 241
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $171,590,013
- Total liabilities (EOY)
- $94,339
- Net assets (EOY)
- $171,495,674
- Participant contributions
- $3,481,300
- Total income / additions
- $44,141,365
- Benefits paid
- $13,158,476
- Administrative expenses
- $144,813
- Total expenses
- $13,303,289
- Net increase / (decrease)
- $30,838,076
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services, LLC | NONE | $77,198 | not reported in the loaded dataset |
| Cbiz Cpas, P.C. | NONE | $44,339 | not reported in the loaded dataset |
| Graystone Consulting | NONE | $23,276 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |