Phillips Lytle Llp Retirement Plan — Form 5500 plan (Phillips Lytle 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, Phillips Lytle Llp Retirement Plan is a benefit plan reported by Phillips Lytle Llp under EIN 16-0505790 and plan number 002. The latest loaded filing year is 2023. The filing reports 360 participants and $170,694,355 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Phillips Lytle Llp
- EIN
- 16-0505790
- Plan number
- 002
- Plan type
- 2
- Location
- Buffalo, NY
- Latest filing year
- 2023
- Participants
- 360
- End-of-year plan assets
- $170,694,355
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 360 | H, C | 20241011125854NAL0021898465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $170,694,355
- Net assets (EOY)
- $170,694,355
- Net assets (BOY)
- $162,944,154
Income & contributions
- Employer contributions
- $4,964,227
- Participant contributions
- $1,396,526
- Total contributions
- $6,417,257
- Total income / additions
- $28,850,224
Expenses & distributions
- Benefits paid
- $21,549,332
- Administrative expenses
- $40,550
- Total expenses
- $21,624,432
- Net increase / (decrease)
- $7,225,792
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Courier Capital LLC | NONE | $27,196 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $13,354 | not reported in the loaded dataset | 2023 |