Susman Godfrey 401(K)/Retirement Savings Plan — Form 5500 plan (Susman Godfrey L.L.P.)
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, Susman Godfrey 401(K)/Retirement Savings Plan is a benefit plan reported by Susman Godfrey L.L.P. under EIN 74-2138615 and plan number 002. The latest loaded filing year is 2023. The filing reports 407 participants and $195,164,587 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Susman Godfrey L.L.P.
- EIN
- 74-2138615
- Plan number
- 002
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $195,164,587
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20241002125536NAL0014345904002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,164,587
- Net assets (EOY)
- $195,164,587
- Net assets (BOY)
- $156,997,740
Income & contributions
- Employer contributions
- $6,811,819
- Participant contributions
- $5,671,671
- Total contributions
- $12,968,763
- Total income / additions
- $39,505,892
Expenses & distributions
- Benefits paid
- $1,207,307
- Administrative expenses
- $86,142
- Total expenses
- $1,339,045
- Net increase / (decrease)
- $38,166,847
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tortoise Investment Management | NONE | $52,730 | not reported in the loaded dataset | 2023 |
| Rnc Genter Capital Management | NONE | $30,658 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,320 | $0 | 2023 |