2023 Form 5500 filing — Davis Wright Tremaine Llp 401(K) Profit Sharing 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 20241001122958NAL0006710081001) for Davis Wright Tremaine Llp 401(K) Profit Sharing Plan, reported by Davis Wright Tremaine Llp under EIN 91-0839480 and plan number 001. It reports 2,116 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001122958NAL0006710081001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Davis Wright Tremaine Llp
- EIN
- 91-0839480
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 2,116
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $671,522,995
- Net assets (EOY)
- $671,522,995
- Employer contributions
- $15,675,276
- Participant contributions
- $18,958,129
- Total income / additions
- $141,722,054
- Benefits paid
- $56,505,477
- Administrative expenses
- $322,173
- Total expenses
- $56,836,544
- Net increase / (decrease)
- $84,885,510
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $126,487 | not reported in the loaded dataset |
| Institute For Wealth Mgmt LLC | NONE | $76,997 | not reported in the loaded dataset |
| Sonata Capital Group Inc | NONE | $28,071 | not reported in the loaded dataset |
| Cibc Bank Usa | NONE | $26,754 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $18,449 | not reported in the loaded dataset |
| Becker Capital Management Inc | NONE | $17,272 | not reported in the loaded dataset |
| Coldstream Wealth Management | NONE | $11,170 | not reported in the loaded dataset |
| Wealth Enhancement Advisory Se | NONE | $8,154 | not reported in the loaded dataset |
| Buckingham Strategic Wealth Ll | NONE | $6,070 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,684 | $0 |