2023 Form 5500 filing — Davis Wright Tremaine Llp Cash Balance Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930170546NAL0009884512001) for Davis Wright Tremaine Llp Cash Balance Pension Plan, reported by Davis Wright Tremaine, Llp under EIN 91-0839480 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930170546NAL0009884512001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Wright Tremaine, Llp
- EIN
- 91-0839480
- Plan number
- 002
- Location
- Seattle, WA
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $87,526,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,526,311
- Employer contributions
- $13,501,000
- Total income / additions
- $19,068,840
- Benefits paid
- $7,086,286
- Administrative expenses
- $141,833
- Total expenses
- $7,228,119
- Net increase / (decrease)
- $11,840,721
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Actuaries, Inc. | NONE | $48,600 | not reported in the loaded dataset |
| Ubs Financial Services Inc. | NONE | $33,387 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $28,350 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $14,788 | not reported in the loaded dataset |