401k Plan data: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I plan

SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 401k Plan overview

Plan Name	SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I
Plan identification number	011

SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.

401k Sponsoring company profile

SCHIFF HARDIN LLP has sponsored the creation of one or more 401k plans.

Company Name: SCHIFF HARDIN LLP

Employer identification number (EIN): 363184453

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SCHIFF HARDIN LLP

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 248957

More information about SCHIFF HARDIN LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
011 2021-01-01
011 2021-01-01 KEVIN S. COWPERTHWAITE
011 2020-01-01
011 2019-01-01
011 2018-01-01
011 2017-01-01 KEVIN S. COWPERTHWAITE ROBERT R. PLUTH, JR. 2018-07-30
011 2016-01-01 KEVIN S. COWPERTHWAITE ROBERT R. PLUTH 2017-08-01
011 2015-01-01 KEVIN S. COWPERTHWAITE ROBERT R PLUTH 2016-07-29
011 2014-01-01 KEVIN S. COWPERTHWAITE ALLAN HORWICH 2015-10-08
011 2013-01-01 KEVIN S. COWPERTHWAITE ALLAN HORWICH 2014-07-29
011 2012-01-01 KEVIN COWPERTHWAITE ALLAN HORWICH 2013-10-14
011 2011-01-01 KEVIN COWPERTHWAITE 2012-07-27 ALLAN HORWICH 2012-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
011	2021-01-01
011	2021-01-01	KEVIN S. COWPERTHWAITE
011	2020-01-01
011	2019-01-01
011	2018-01-01
011	2017-01-01	KEVIN S. COWPERTHWAITE		ROBERT R. PLUTH, JR.	2018-07-30
011	2016-01-01	KEVIN S. COWPERTHWAITE		ROBERT R. PLUTH	2017-08-01
011	2015-01-01	KEVIN S. COWPERTHWAITE		ROBERT R PLUTH	2016-07-29
011	2014-01-01	KEVIN S. COWPERTHWAITE		ALLAN HORWICH	2015-10-08
011	2013-01-01	KEVIN S. COWPERTHWAITE		ALLAN HORWICH	2014-07-29
011	2012-01-01	KEVIN COWPERTHWAITE		ALLAN HORWICH	2013-10-14
011	2011-01-01	KEVIN COWPERTHWAITE	2012-07-27	ALLAN HORWICH	2012-07-29

Financial Data on SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I

Measure	Date	Value
2021 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$8,080
Total plan liabilities at beginning of year	2021-12-31	$10,718
Total income from all sources	2021-12-31	$3,362,595
Expenses. Total of all expenses incurred	2021-12-31	$7,635,277
Benefits paid (including direct rollovers)	2021-12-31	$7,603,987
Total plan assets at end of year	2021-12-31	$15,310,461
Total plan assets at beginning of year	2021-12-31	$19,585,781
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$980,800
Net income (gross income less expenses)	2021-12-31	$-4,272,682
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$15,302,381
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$19,575,063
Total contributions received or receivable from employer(s)	2021-12-31	$2,381,795
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$31,290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$10,718
Total plan liabilities at beginning of year	2020-12-31	$9,112
Total income from all sources	2020-12-31	$3,614,081
Expenses. Total of all expenses incurred	2020-12-31	$1,120,095
Benefits paid (including direct rollovers)	2020-12-31	$1,080,135
Total plan assets at end of year	2020-12-31	$19,585,781
Total plan assets at beginning of year	2020-12-31	$17,090,189
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$1,176,700
Net income (gross income less expenses)	2020-12-31	$2,493,986
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$19,575,063
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$17,081,077
Total contributions received or receivable from employer(s)	2020-12-31	$2,437,381
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$39,960
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$9,112
Total plan liabilities at beginning of year	2019-12-31	$7,764
Total income from all sources	2019-12-31	$4,596,451
Expenses. Total of all expenses incurred	2019-12-31	$2,701,428
Benefits paid (including direct rollovers)	2019-12-31	$2,666,380
Total plan assets at end of year	2019-12-31	$17,090,189
Total plan assets at beginning of year	2019-12-31	$15,193,818
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$2,085,104
Net income (gross income less expenses)	2019-12-31	$1,895,023
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$17,081,077
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$15,186,054
Total contributions received or receivable from employer(s)	2019-12-31	$2,511,347
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$35,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$7,764
Total plan liabilities at beginning of year	2018-12-31	$8,260
Total income from all sources	2018-12-31	$2,442,976
Expenses. Total of all expenses incurred	2018-12-31	$2,561,276
Benefits paid (including direct rollovers)	2018-12-31	$2,529,939
Total plan assets at end of year	2018-12-31	$15,193,818
Total plan assets at beginning of year	2018-12-31	$15,312,614
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Other income received	2018-12-31	$-327,774
Net income (gross income less expenses)	2018-12-31	$-118,300
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$15,186,054
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$15,304,354
Total contributions received or receivable from employer(s)	2018-12-31	$2,770,750
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$31,337
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$8,260
Total income from all sources	2017-12-31	$3,335,502
Expenses. Total of all expenses incurred	2017-12-31	$2,451,853
Benefits paid (including direct rollovers)	2017-12-31	$2,391,241
Total plan assets at end of year	2017-12-31	$15,312,614
Total plan assets at beginning of year	2017-12-31	$14,420,705
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$1,238,795
Net income (gross income less expenses)	2017-12-31	$883,649
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$15,304,354
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$14,420,705
Total contributions received or receivable from employer(s)	2017-12-31	$2,096,707
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$60,612
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2016 401k financial data
Total income from all sources	2016-12-31	$3,639,472
Expenses. Total of all expenses incurred	2016-12-31	$3,501,385
Benefits paid (including direct rollovers)	2016-12-31	$3,501,385
Total plan assets at end of year	2016-12-31	$14,420,705
Total plan assets at beginning of year	2016-12-31	$14,282,618
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$987,614
Net income (gross income less expenses)	2016-12-31	$138,087
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$14,420,705
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$14,282,618
Total contributions received or receivable from employer(s)	2016-12-31	$2,651,858
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2015 401k financial data
Total income from all sources	2015-12-31	$3,837,453
Expenses. Total of all expenses incurred	2015-12-31	$1,946,934
Benefits paid (including direct rollovers)	2015-12-31	$1,946,934
Total plan assets at end of year	2015-12-31	$14,282,618
Total plan assets at beginning of year	2015-12-31	$12,392,099
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Other income received	2015-12-31	$121,703
Net income (gross income less expenses)	2015-12-31	$1,890,519
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$14,282,618
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$12,392,099
Total contributions received or receivable from employer(s)	2015-12-31	$3,715,750
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2014 401k financial data
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$3,623,658
Expenses. Total of all expenses incurred	2014-12-31	$892,740
Benefits paid (including direct rollovers)	2014-12-31	$892,740
Total plan assets at end of year	2014-12-31	$12,392,099
Total plan assets at beginning of year	2014-12-31	$9,661,181
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$703,990
Net income (gross income less expenses)	2014-12-31	$2,730,918
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$12,392,099
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$9,661,181
Total contributions received or receivable from employer(s)	2014-12-31	$2,919,668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$3,789,844
Expenses. Total of all expenses incurred	2013-12-31	$612,090
Benefits paid (including direct rollovers)	2013-12-31	$612,090
Total plan assets at end of year	2013-12-31	$9,661,181
Total plan assets at beginning of year	2013-12-31	$6,483,427
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$504,944
Net income (gross income less expenses)	2013-12-31	$3,177,754
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$9,661,181
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,483,427
Total contributions received or receivable from employer(s)	2013-12-31	$3,284,900
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$3,629,188
Expenses. Total of all expenses incurred	2012-12-31	$432,511
Benefits paid (including direct rollovers)	2012-12-31	$432,500
Total plan assets at end of year	2012-12-31	$6,483,427
Total plan assets at beginning of year	2012-12-31	$3,286,750
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$216,045
Net income (gross income less expenses)	2012-12-31	$3,196,677
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,483,427
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,286,750
Total contributions received or receivable from employer(s)	2012-12-31	$3,413,143
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$11
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0

Form 5500 Responses for SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I

2021: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: SCHIFF HARDIN LLP EQUITY PARTNERS RETIREMENT PLAN I 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085-02
Policy instance	1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number	SA 13085
Policy instance	1

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Company Name:	SCHIFF HARDIN LLP
Employer identification number (EIN):	363184453
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	248957