Dentons Sirote, P.C. Profit Sharing 401(K) Plan — Form 5500 plan (Dentons Sirote Pc)
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, Dentons Sirote, P.C. Profit Sharing 401(K) Plan is a benefit plan reported by Dentons Sirote Pc under EIN 63-0649626 and plan number 002. The latest loaded filing year is 2023. The filing reports 523 participants and $111,519,315 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dentons Sirote Pc
- EIN
- 63-0649626
- Plan number
- 002
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 523
- End-of-year plan assets
- $111,519,315
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 523 | H, C | 20250423132829NAL0003294387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $111,519,315
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $111,519,315
- Net assets (BOY)
- $96,176,715
Income & contributions
- Employer contributions
- $1,744,528
- Participant contributions
- $1,269,583
- Total contributions
- $3,291,722
- Total income / additions
- $17,791,242
Expenses & distributions
- Benefits paid
- $2,089,787
- Administrative expenses
- $358,855
- Total expenses
- $2,448,642
- Net increase / (decrease)
- $15,342,600
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | NONE | $183,569 | $0 | 2023 |
| Merrill Lynch | INVESTMENT ADVISOR | $80,418 | $0 | 2023 |
| Robert W. Baird & Co Incorporated | INVESTMENT ADVISOR | $28,200 | $0 | 2023 |
| Td Ameritrade Trust Company | INVESTMENT ADVISOR | $26,737 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT ADVISOR | $19,840 | $0 | 2023 |
| Charles Schwab | INVESTMENT ADVISOR | $18,864 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dentons Sirote Pc
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Matrix Trust Company — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Robert W. Baird & Co Incorporated — Schedule C compensation
- Td Ameritrade Trust Company — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Charles Schwab — Schedule C compensation