Venable Llp 401(K) Plan A — Form 5500 plan (Venable 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, Venable Llp 401(K) Plan A is a benefit plan reported by Venable Llp under EIN 52-0517250 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,405 participants and $629,172,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Venable Llp
EIN
52-0517250
Plan number
003
Plan type
2
Location
Baltimore, MD
Latest filing year
2023
Participants
1,405
End-of-year plan assets
$629,172,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,405H, C20241014144947NAL0026459569003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$629,172,862
Net assets (EOY)
$629,172,862
Net assets (BOY)
$339,010,285

Income & contributions

Employer contributions
$19,762,552
Participant contributions
$15,217,508
Total contributions
$46,307,181
Total income / additions
$107,947,878

Expenses & distributions

Benefits paid
$13,162,537
Administrative expenses
$269,255
Total expenses
$13,444,346
Net increase / (decrease)
$94,503,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$107,392not reported in the loaded dataset2023
Rocaton Investment Advisors LLCNONE$70,753not reported in the loaded dataset2023
Stout Causey & Horning PaNONE$29,400not reported in the loaded dataset2023
Hudson Portfolio Management LlNONE$14,099not reported in the loaded dataset2023
Bridgewater Advisors IncNONE$11,080not reported in the loaded dataset2023
Thoma Capital Management LLCNONE$6,935not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$499$02023

Related Form 5500 pages