Profit-Sharing Plan Of Ogletree, Deakins, Nash, Smoak & Stewart — Form 5500 plan (Ogletree Deakins Nash Smoak & Stewart)

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, Profit-Sharing Plan Of Ogletree, Deakins, Nash, Smoak & Stewart is a benefit plan reported by Ogletree Deakins Nash Smoak & Stewart under EIN 57-1044820 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,782 participants and $221,764,297 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ogletree Deakins Nash Smoak & Stewart
EIN
57-1044820
Plan number
002
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
2,782
End-of-year plan assets
$221,764,297

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,782H, C20241014091132NAL0014682627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$221,764,297
Total liabilities (EOY)
$0
Net assets (EOY)
$221,764,297
Net assets (BOY)
$190,880,155

Income & contributions

Employer contributions
$13,968,796
Participant contributions
$0
Total contributions
$13,986,937
Total income / additions
$47,908,591

Expenses & distributions

Benefits paid
$16,997,544
Administrative expenses
$26,905
Total expenses
$17,024,449
Net increase / (decrease)
$30,884,142

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$27,516not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$611$02023

Related Form 5500 pages