The Jackson Lewis P.C. Cash Balance Plan Ii — Form 5500 plan (Jackson Lewis P.C.)
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, The Jackson Lewis P.C. Cash Balance Plan Ii is a benefit plan reported by Jackson Lewis P.C. under EIN 46-3862389 and plan number 004. The latest loaded filing year is 2023. The filing reports 314 participants and $30,258,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Lewis P.C.
- EIN
- 46-3862389
- Plan number
- 004
- Plan type
- 2
- Location
- West Harrison, NY
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $30,258,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20240813193405NAL0010883425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,258,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,258,541
- Net assets (BOY)
- $21,941,400
Income & contributions
- Employer contributions
- $11,758,300
- Total contributions
- $11,758,300
- Total income / additions
- $13,802,533
Expenses & distributions
- Benefits paid
- $5,358,303
- Administrative expenses
- $127,089
- Total expenses
- $5,485,392
- Net increase / (decrease)
- $8,317,141
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan | NONE | $73,455 | not reported in the loaded dataset | 2023 |
| Bdo Usa, P.C. | AUDITOR | $26,550 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | RECORDKEEPER | $13,068 | $0 | 2023 |