2023 Form 5500 filing — Fenwick & West Llp 401(K) Retirement Savings 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 20241004131451NAL0011453409001) for Fenwick & West Llp 401(K) Retirement Savings Plan, reported by Fenwick & West Llp under EIN 94-2708481 and plan number 003. It reports 2,034 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131451NAL0011453409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fenwick & West Llp
- EIN
- 94-2708481
- Plan number
- 003
- Location
- Mountain View, CA
- Participants
- 2,034
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $611,672,865
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $611,672,865
- Employer contributions
- $11,183,694
- Participant contributions
- $20,269,575
- Total income / additions
- $140,509,348
- Benefits paid
- $34,885,541
- Administrative expenses
- $128,467
- Total expenses
- $35,017,560
- Net increase / (decrease)
- $105,491,788
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Harold R. Kellman | INVESTMENT ADVISOR | $53,280 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $49,189 | not reported in the loaded dataset |
| Moss Adams Llp | ACCOUNTANT/AUDITOR | $43,050 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$17,460 | $0 |