Saul Ewing Retirement Plan — Form 5500 plan (Saul Ewing 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, Saul Ewing Retirement Plan is a benefit plan reported by Saul Ewing Llp under EIN 23-1416352 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,153 participants and $434,109,390 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saul Ewing Llp
- EIN
- 23-1416352
- Plan number
- 003
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 1,153
- End-of-year plan assets
- $434,109,390
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,153 | H, C | 20241015164737NAL0016909347002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $434,109,390
- Net assets (EOY)
- $434,109,390
- Net assets (BOY)
- $367,729,312
Income & contributions
- Employer contributions
- $20,858,872
- Participant contributions
- $9,939,135
- Total contributions
- $59,615,133
- Total income / additions
- $101,606,797
Expenses & distributions
- Benefits paid
- $34,789,764
- Administrative expenses
- $436,955
- Total expenses
- $35,226,719
- Net increase / (decrease)
- $66,380,078
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners, LLC | NONE | $97,173 | not reported in the loaded dataset | 2023 |
| First Foundation Advisors | NONE | $46,115 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $26,537 | not reported in the loaded dataset | 2023 |
| Apricus Wealth LLC | NONE | $23,517 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | NONE | $22,360 | not reported in the loaded dataset | 2023 |
| Westmount Partners LLC | NONE | $18,365 | not reported in the loaded dataset | 2023 |
| Coho Partners Ltd | NONE | $17,133 | not reported in the loaded dataset | 2023 |
| Verdence Capital Advisors LLC | NONE | $13,413 | not reported in the loaded dataset | 2023 |
| Nw Mutual Life Insurance Company | NONE | $11,536 | not reported in the loaded dataset | 2023 |
| Schiavi & Company LLC | NONE | $8,823 | not reported in the loaded dataset | 2023 |
| Mcadam LLC | NONE | $7,177 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co.,Inc. | NONE | $1,810 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saul Ewing Llp
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Capfinancial Partners, LLC — Schedule C compensation
- First Foundation Advisors — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Apricus Wealth LLC — Schedule C compensation
- Eisneramper Llp — Schedule C compensation
- Westmount Partners LLC — Schedule C compensation
- Coho Partners Ltd — Schedule C compensation
- Verdence Capital Advisors LLC — Schedule C compensation
- Nw Mutual Life Insurance Company — Schedule C compensation
- Schiavi & Company LLC — Schedule C compensation
- Mcadam LLC — Schedule C compensation
- Charles Schwab & Co.,Inc. — Schedule C compensation