Jackson Walker Llp Qualified Retirement Plan I — Form 5500 plan (Jackson Walker 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, Jackson Walker Llp Qualified Retirement Plan I is a benefit plan reported by Jackson Walker Llp under EIN 75-0764921 and plan number 002. The latest loaded filing year is 2023. The filing reports 570 participants and $261,442,488 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$261.4MPlan net assets, end of year$261,442,488
Participants570Covered participants reported
Assets / participant$458.7KComputed: assets ÷ participants$458,671 (computed)
Provider compensation$145.4K4 Schedule C provider row(s)$145,357
- Plan sponsor
- Jackson Walker Llp
- EIN
- 75-0764921
- Plan number
- 002
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 570 | H, C | 20241008113610NAL0017474209001 |
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)$261.4M total assets
Net assets$261.4MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $261,442,488
- Net assets (EOY)
- $261,442,488
- Net assets (BOY)
- $217,028,716
Income & contributions
- Employer contributions
- $4,376,249
- Participant contributions
- $8,560,463
- Total contributions
- $16,280,983
- Total income / additions
- $59,849,607
Expenses & distributions
- Benefits paid
- $14,205,443
- Administrative expenses
- $150,349
- Total expenses
- $14,357,912
- Net increase / (decrease)
- $45,491,695
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.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bok Financial Private Wealth I | NONE | $69,573 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $54,891 | not reported in the loaded dataset | 2023 |
| Luther King Capital Management | NONE | $19,565 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,328 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jackson Walker Llp
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Bok Financial Private Wealth I — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Luther King Capital Management — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation