Barnes & Thornburg Llp Profit Sharing Plan — Form 5500 plan (Barnes & Thornburg 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, Barnes & Thornburg Llp Profit Sharing Plan is a benefit plan reported by Barnes & Thornburg Llp under EIN 35-0900596 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,627 participants and $658,042,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Barnes & Thornburg Llp
EIN
35-0900596
Plan number
002
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,627
End-of-year plan assets
$658,042,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,627H, C20241009112738NAL0009148451002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$658,042,896
Net assets (EOY)
$658,042,896
Net assets (BOY)
$532,102,819

Income & contributions

Employer contributions
$23,788,632
Participant contributions
$19,016,904
Total contributions
$50,863,388
Total income / additions
$157,505,998

Expenses & distributions

Benefits paid
$31,163,773
Administrative expenses
$402,148
Total expenses
$31,565,921
Net increase / (decrease)
$125,940,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$103,329not reported in the loaded dataset2023
Invst LLCNONE$68,717not reported in the loaded dataset2023
Keybank National AssociationNONE$0$60,2872023
Lmcg Investments LLCNONE$40,542not reported in the loaded dataset2023
Column Capital Advisors LLCNONE$39,459not reported in the loaded dataset2023
Bedel Financial Consulting IncNONE$38,124not reported in the loaded dataset2023
Woodley Farra Manion PortfolioNONE$19,941not reported in the loaded dataset2023
Private Advisor Group LLCNONE$16,777not reported in the loaded dataset2023
Cambridge Investment ResearchNONE$11,732not reported in the loaded dataset2023
Deerfield Financial Advisors INONE$11,609not reported in the loaded dataset2023
Indiana Trust Wealth MgmntNONE$11,005not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$9,089$152023
Phillips Financial ManagementNONE$8,264not reported in the loaded dataset2023
Valmark Advisers IncNONE$7,485not reported in the loaded dataset2023
Ausdal Financial Partners IncNONE$6,936not reported in the loaded dataset2023

Related Form 5500 pages