2023 Form 5500 filing — Warner Norcross + Judd Llp Retirement Program 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 20241011114530NAL0036828544001) for Warner Norcross + Judd Llp Retirement Program Trust, reported by Warner Norcross + Judd Llp under EIN 38-1422647 and plan number 004. 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
- 20241011114530NAL0036828544001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Warner Norcross + Judd Llp
- EIN
- 38-1422647
- Plan number
- 004
- Location
- Grand Rapids, MI
- 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)
- $235,105,302
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $235,105,302
- Total income / additions
- $36,843,885
- Benefits paid
- $0
- Administrative expenses
- $27,892
- Total expenses
- $27,892
- Net increase / (decrease)
- $36,815,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $29,267 | $0 |
| Td Ameritrade Inc. | BROKERAGE SVCS | $125 | $0 |
| Charles Schwab & Co Inc | BROKERAGE SVCS | $5 | $0 |