Jackson Walker Llp Qualified Retirement Plan Ii — 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 Ii is a benefit plan reported by Jackson Walker Llp under EIN 75-0764921 and plan number 004. The latest loaded filing year is 2023. The filing reports 559 participants and $182,734,831 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jackson Walker Llp
- EIN
- 75-0764921
- Plan number
- 004
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 559
- End-of-year plan assets
- $182,734,831
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 559 | H, C | 20241008113610NAL0017474209006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $182,734,831
- Net assets (EOY)
- $182,734,831
- Net assets (BOY)
- $146,414,657
Income & contributions
- Employer contributions
- $4,347,217
- Participant contributions
- $5,586,945
- Total contributions
- $12,975,221
- Total income / additions
- $38,982,592
Expenses & distributions
- Benefits paid
- $3,629,866
- Administrative expenses
- $108,399
- Total expenses
- $3,740,341
- Net increase / (decrease)
- $35,242,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $54,160 | not reported in the loaded dataset | 2023 |
| Southern Wealth Management Llp | NONE | $23,467 | not reported in the loaded dataset | 2023 |
| Wiseowl Capital LLC | NONE | $15,970 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | NONE | $6,693 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $586 | $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
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Southern Wealth Management Llp — Schedule C compensation
- Wiseowl Capital LLC — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation