Arnold & Porter Kaye Scholer Llp Profit-Sharing And 401(K) Plan And Trust — Form 5500 plan (Arnold & Porter Kaye Scholer 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, Arnold & Porter Kaye Scholer Llp Profit-Sharing And 401(K) Plan And Trust is a benefit plan reported by Arnold & Porter Kaye Scholer Llp under EIN 53-0208605 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,010 participants and $1,348,312,830 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arnold & Porter Kaye Scholer Llp
EIN
53-0208605
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
3,010
End-of-year plan assets
$1,348,312,830

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,010H, C20241015120100NAL0014559907003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,348,312,830
Net assets (EOY)
$1,348,312,830
Net assets (BOY)
$1,138,263,071

Income & contributions

Employer contributions
$21,396,074
Participant contributions
$28,536,753
Total contributions
$57,468,940
Total income / additions
$283,989,408

Expenses & distributions

Benefits paid
$73,364,750
Administrative expenses
$531,983
Total expenses
$73,939,649
Net increase / (decrease)
$210,049,759

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$89,295not reported in the loaded dataset2023
Chevy Chase Trust CompanyNONE$76,697not reported in the loaded dataset2023
Frontier Asset ManagementNONE$60,871not reported in the loaded dataset2023
Robert W Baird & CoNONE$44,807not reported in the loaded dataset2023
Caplan Financial Group LLCNONE$27,379not reported in the loaded dataset2023
Lmcg Investments LLCNONE$24,888not reported in the loaded dataset2023
Cranbrook Wealth ManagementNONE$22,976not reported in the loaded dataset2023
Aspiriant LLCNONE$20,532not reported in the loaded dataset2023
Invictus Private Wealth LLCNONE$20,478not reported in the loaded dataset2023
Truepoint IncNONE$18,606not reported in the loaded dataset2023
Mclean Asset Management CorpNONE$18,542not reported in the loaded dataset2023
Manning & Napier Advisors LLCNONE$17,561not reported in the loaded dataset2023
Manning & Napier Group LLCNONE$14,927not reported in the loaded dataset2023
Triad Hybrid Solutions LLCNONE$13,425not reported in the loaded dataset2023
Sax Wealth Advisors LLCNONE$12,325not reported in the loaded dataset2023
Hightower Advisors LLCNONE$11,466not reported in the loaded dataset2023
Sage Rutty & Co IncNONE$10,898not reported in the loaded dataset2023
First Republic Investment ManaNONE$8,068not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$7,604$02023
Hemington Wealth Management LlNONE$6,483not reported in the loaded dataset2023
Evermay Wealth Management LLCNONE$5,765not reported in the loaded dataset2023

Related Form 5500 pages