2023 Form 5500 filing — Porter Wright Morris And Arthur Llp 401k Retirement Plan Master Trust
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 20241008134700NAL0009747411001) for Porter Wright Morris And Arthur Llp 401k Retirement Plan Master Trust, reported by Porter Wright Morris & Arthur Llp under EIN 31-4373657 and plan number 006. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134700NAL0009747411001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Porter Wright Morris & Arthur Llp
- EIN
- 31-4373657
- Plan number
- 006
- Location
- Columbus, OH
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $204,745,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,745,290
- Total income / additions
- $26,939,427
- Benefits paid
- $0
- Administrative expenses
- $56,595
- Total expenses
- $56,595
- Net increase / (decrease)
- $26,882,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Budros Ruhlin & Roe, Inc. | CONSULTING | $32,555 | not reported in the loaded dataset |
| Bhm Cpas | CONSULTING | $21,400 | not reported in the loaded dataset |
| Wealthcare Capital Management | AUDIT | $15,052 | not reported in the loaded dataset |
| Advanced Asset Mgmt Advisors, Inc. | CONSULTANT | $5,900 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | -$18,312 | $0 |