2023 Form 5500 filing — Snell & Wilmer Profit Sharing And 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 20241007204336NAL0007918483001) for Snell & Wilmer Profit Sharing And Savings Plan, reported by Snell & Wilmer L.L.P. under EIN 86-0089731 and plan number 001. It reports 1,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$512.3MReported net assets$512,255,045
Participants1.5K1,524
Provider compensation$153.7K2 Schedule C row(s)$153,743
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007204336NAL0007918483001
- Plan sponsor
- Snell & Wilmer L.L.P.
- EIN
- 86-0089731
- Plan number
- 001
- Location
- Phoenix, AZ
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$512.3M total assets
Net assets$512.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $512,255,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $512,255,045
- Employer contributions
- $11,953,901
- Participant contributions
- $11,103,966
- Total income / additions
- $113,758,668
- Benefits paid
- $22,434,576
- Administrative expenses
- $153,742
- Total expenses
- $22,588,318
- Net increase / (decrease)
- $91,170,350
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $82,485 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORD KEEPER | $71,258 | $0 |