2023 Form 5500 filing — Wsgr Cash Balance Retirement 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 20241010152132NAL0011655491001) for Wsgr Cash Balance Retirement Plan, reported by Wilson Sonsini Goodrich & Rosati, P.C. under EIN 94-2451946 and plan number 005. It reports 269 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152132NAL0011655491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Sonsini Goodrich & Rosati, P.C.
- EIN
- 94-2451946
- Plan number
- 005
- Location
- Palo Alto, CA
- Participants
- 269
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,167,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,167,998
- Employer contributions
- $19,210,476
- Participant contributions
- $0
- Total income / additions
- $26,684,767
- Benefits paid
- $8,041,707
- Administrative expenses
- $242,898
- Total expenses
- $8,284,605
- Net increase / (decrease)
- $18,400,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | NONE | $256,214 | not reported in the loaded dataset |