Plan5500

Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust — Form 5500 plan (Cleary Gottlieb Steen & Hamilton Llp)

Plain-English plan 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, Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust is a benefit plan reported by Cleary Gottlieb Steen & Hamilton Llp under EIN 13-5599083 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $957,090,294 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$957.1MPlan net assets, end of year$957,090,294
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Cleary Gottlieb Steen & Hamilton Llp
EIN
13-5599083
Plan number
006
Plan type
4
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$957.1M total assets
Net assets$957.1MLiabilities$0
Money in vs. money out
Total income / additions$170.7M
Total expenses$0
Benefits paid / distributions$0
Full reported line items

Net assets

Total assets (EOY)
$957,090,294
Total liabilities (EOY)
$0
Net assets (EOY)
$957,090,294
Net assets (BOY)
$807,715,505

Income & contributions

Total contributions
$0
Total income / additions
$170,687,013

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$170,687,013
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust?
Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust is reported as sponsored by Cleary Gottlieb Steen & Hamilton Llp (EIN 13-5599083, plan number 006) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust?
The latest Form 5500 filing year loaded for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust is 2023.
How many participants does Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust report?
The participant count for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust is not reported in the loaded dataset.
What are the reported plan assets for Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust?
Cleary Gottlieb Steen & Hamilton Llp Tax Opportunity Plan For Savings Trust reports $957,090,294 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages