Steptoe & Johnson Llp 401(K) Profit Sharing Plan — Form 5500 plan (Steptoe 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, Steptoe & Johnson Llp 401(K) Profit Sharing Plan is a benefit plan reported by Steptoe Llp under EIN 52-1349790 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,044 participants and $399,798,679 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steptoe Llp
- EIN
- 52-1349790
- Plan number
- 001
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 1,044
- End-of-year plan assets
- $399,798,679
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,044 | H, C | 20241009191156NAL0019834817003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $399,798,679
- Net assets (EOY)
- $399,798,679
- Net assets (BOY)
- $345,841,410
Income & contributions
- Employer contributions
- $8,305,478
- Participant contributions
- $10,274,626
- Total contributions
- $29,358,919
- Total income / additions
- $89,021,570
Expenses & distributions
- Benefits paid
- $34,840,709
- Administrative expenses
- $212,364
- Total expenses
- $35,064,301
- Net increase / (decrease)
- $53,957,269
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Frontier Asset Management LLC | NONE | $60,165 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $52,775 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $28,369 | not reported in the loaded dataset | 2023 |
| May Barnhard Investments LLC D | NONE | $26,218 | not reported in the loaded dataset | 2023 |
| Alphacore Capital LLC | NONE | $17,868 | not reported in the loaded dataset | 2023 |
| Private Advisor Group LLC | NONE | $11,184 | not reported in the loaded dataset | 2023 |
| Mesirow Financial Investment M | NONE | $6,696 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3,718 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steptoe Llp
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Frontier Asset Management LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- May Barnhard Investments LLC D — Schedule C compensation
- Alphacore Capital LLC — Schedule C compensation
- Private Advisor Group LLC — Schedule C compensation
- Mesirow Financial Investment M — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation