Williams & Connolly Llp Savings Plan And Trust — Form 5500 plan (Williams & Connolly 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, Williams & Connolly Llp Savings Plan And Trust is a benefit plan reported by Williams & Connolly Llp under EIN 52-0851221 and plan number 003. The latest loaded filing year is 2023. The filing reports 686 participants and $146,496,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams & Connolly Llp
- EIN
- 52-0851221
- Plan number
- 003
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 686
- End-of-year plan assets
- $146,496,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 686 | H, C | 20241015102302NAL0016136755003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $146,496,029
- Net assets (EOY)
- $146,496,029
- Net assets (BOY)
- $121,217,185
Income & contributions
- Participant contributions
- $4,556,971
- Total contributions
- $5,450,751
- Total income / additions
- $27,086,705
Expenses & distributions
- Benefits paid
- $1,604,250
- Administrative expenses
- $156,582
- Total expenses
- $1,760,832
- Net increase / (decrease)
- $25,325,873
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wms Partners, LLC | NONE | $71,462 | not reported in the loaded dataset | 2023 |
| Chevy Chase Trust Company | NONE | $58,032 | not reported in the loaded dataset | 2023 |
| Apexium Financial Lp | NONE | $44,122 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $32,709 | not reported in the loaded dataset | 2023 |
| Brown Advisory LLC | NONE | $18,612 | not reported in the loaded dataset | 2023 |
| Bridgewater Advisors Inc | NONE | $18,333 | not reported in the loaded dataset | 2023 |
| Klingman And Associates LLC | NONE | $12,917 | not reported in the loaded dataset | 2023 |
| Glassman Wealth Services LLC | NONE | $10,730 | not reported in the loaded dataset | 2023 |
| Leeward Financial Partners LLC | NONE | $8,472 | not reported in the loaded dataset | 2023 |
| Corbyn Investment Management Inc | NONE | $6,136 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $5,931 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams & Connolly Llp
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Wms Partners, LLC — Schedule C compensation
- Chevy Chase Trust Company — Schedule C compensation
- Apexium Financial Lp — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Brown Advisory LLC — Schedule C compensation
- Bridgewater Advisors Inc — Schedule C compensation
- Klingman And Associates LLC — Schedule C compensation
- Glassman Wealth Services LLC — Schedule C compensation
- Leeward Financial Partners LLC — Schedule C compensation
- Corbyn Investment Management Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation