2023 Form 5500 filing — Fenwick & West Llp Partners' Pension Plan Ii
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 20241010172712NAL0020619105001) for Fenwick & West Llp Partners' Pension Plan Ii, reported by Fenwick & West Llp under EIN 94-2708481 and plan number 006. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010172712NAL0020619105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fenwick & West Llp
- EIN
- 94-2708481
- Plan number
- 006
- Location
- Mountain View, CA
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,879,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,879,959
- Employer contributions
- $15,236,283
- Participant contributions
- $0
- Total income / additions
- $22,521,671
- Benefits paid
- $1,270,011
- Administrative expenses
- $163,384
- Total expenses
- $1,433,395
- Net increase / (decrease)
- $21,088,276
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cerity Partners LLC | NONE | $163,384 | $0 |
| Charles Schwab & Co., Inc. | NONE | $825 | $0 |