Locke Lord Llp 2017 Partners Cash Balance Plan — Form 5500 plan (Locke Lord 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, Locke Lord Llp 2017 Partners Cash Balance Plan is a benefit plan reported by Locke Lord Llp under EIN 74-1164324 and plan number 012. The latest loaded filing year is 2023. The filing reports 325 participants and $66,847,390 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$66.8MPlan net assets, end of year$66,847,390
Participants325Covered participants reported
Assets / participant$205.7KComputed: assets ÷ participants$205,684 (computed)
Provider compensation$21K1 Schedule C provider row(s)$21,022
- Plan sponsor
- Locke Lord Llp
- EIN
- 74-1164324
- Plan number
- 012
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241015111951NAL0028181137001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$66.8M total assets
Net assets$66.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $66,847,390
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,847,390
- Net assets (BOY)
- $57,933,423
Income & contributions
- Employer contributions
- $12,277,851
- Total contributions
- $12,277,851
- Total income / additions
- $17,509,773
Expenses & distributions
- Benefits paid
- $8,574,784
- Administrative expenses
- $21,022
- Total expenses
- $8,595,806
- Net increase / (decrease)
- $8,913,967
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income49%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Custody Solutions | TRUSTEE RECORDKEEPER | $20,000 | $1,022 | 2023 |