Steptoe & Johnson Llp Cash Balance Pension 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 Cash Balance Pension Plan is a benefit plan reported by Steptoe Llp under EIN 52-1349790 and plan number 007. The latest loaded filing year is 2023. The filing reports 142 participants and $76,520,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steptoe Llp
- EIN
- 52-1349790
- Plan number
- 007
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $76,520,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241009191326NAL0038055554001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,520,592
- Net assets (EOY)
- $76,520,592
- Net assets (BOY)
- $69,856,587
Income & contributions
- Employer contributions
- $5,395,043
- Total contributions
- $5,395,043
- Total income / additions
- $13,562,401
Expenses & distributions
- Benefits paid
- $6,827,411
- Administrative expenses
- $70,985
- Total expenses
- $6,898,396
- Net increase / (decrease)
- $6,664,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Loomis Sayles & Company Lp | NONE | $34,744 | not reported in the loaded dataset | 2023 |
| Schwab Retirment Plan Services, Inc | NONE | $23,377 | not reported in the loaded dataset | 2023 |
| Charles Schwab And Co Inc | NONE | $0 | $0 | 2023 |