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, Ogletree, Deakins, Nash, Smoak & Stewart 401(K) Savings Plan is a benefit plan reported by Ogletree, Deakins, Nash, Smoak & Stewart under EIN 57-1044820 and plan number 003. The latest loaded filing year is 2023. The filing reports 3,118 participants and $341,741,715 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,741,715
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $341,741,715
- Net assets (BOY)
- $283,261,290
Income & contributions
- Employer contributions
- $2,097,403
- Participant contributions
- $23,503,130
- Total contributions
- $29,980,543
- Total income / additions
- $84,849,214
Expenses & distributions
- Benefits paid
- $26,151,367
- Administrative expenses
- $184,725
- Total expenses
- $26,368,789
- Net increase / (decrease)
- $58,480,425