2023 Form 5500 filing — Wsgr 401(K) And 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 20241010152825NAL0021345793002) for Wsgr 401(K) And Profit Sharing Plan, reported by Wilson Sonsini Goodrich & Rosati, Pc under EIN 94-2451946 and plan number 002. It reports 3,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010152825NAL0021345793002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wilson Sonsini Goodrich & Rosati, Pc
- EIN
- 94-2451946
- Plan number
- 002
- Location
- Palo Alto, CA
- Participants
- 3,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $879,260,649
- Net assets (EOY)
- $879,260,649
- Employer contributions
- $19,521,169
- Participant contributions
- $32,764,131
- Total income / additions
- $198,116,490
- Benefits paid
- $66,139,959
- Administrative expenses
- $203,926
- Total expenses
- $66,357,214
- Net increase / (decrease)
- $131,759,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Buckingham Strategic Wealth Ll | NONE | $225,078 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $203,976 | not reported in the loaded dataset |
| Aspiriant LLC | NONE | $69,427 | not reported in the loaded dataset |
| Solaris Advisors | NONE | $41,736 | not reported in the loaded dataset |
| Bny Mellon National Assoc | NONE | $32,223 | not reported in the loaded dataset |
| Hemington Wealth Management Ll | NONE | $22,958 | not reported in the loaded dataset |
| Callan Capital LLC | NONE | $18,586 | not reported in the loaded dataset |
| Destination Wealth Management | NONE | $17,394 | not reported in the loaded dataset |
| Lyell Wealth Management Lp | NONE | $13,244 | not reported in the loaded dataset |
| First Republic Investment Mana | NONE | $10,696 | not reported in the loaded dataset |
| Silicon Valley Wealth Advisors | NONE | $9,555 | not reported in the loaded dataset |
| Karel Capital Inc | NONE | $7,491 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $7,174 | not reported in the loaded dataset |
| Blackrock Investment Managemen | NONE | $7,079 | not reported in the loaded dataset |
| Private Ocean | NONE | $5,667 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $4,545 | $0 |