2023 Form 5500 filing — Dewitt Llp Savings Plan & 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 20241011130022NAL0012505843001) for Dewitt Llp Savings Plan & Trust, reported by Dewitt Llp under EIN 39-1804522 and plan number 001. It reports 322 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011130022NAL0012505843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dewitt Llp
- EIN
- 39-1804522
- Plan number
- 001
- Location
- Madison, WI
- Participants
- 322
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $130,204,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,204,277
- Employer contributions
- $3,258,660
- Participant contributions
- $2,746,403
- Total income / additions
- $24,871,873
- Benefits paid
- $9,555,330
- Administrative expenses
- $291,482
- Total expenses
- $9,846,812
- Net increase / (decrease)
- $15,025,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Francis Investment Counsel, LLC | ADVISOR | $114,732 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $45,972 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $17,805 | not reported in the loaded dataset |
| Wipfli | NONE | $10,000 | not reported in the loaded dataset |
| Bdo | NONE | $8,814 | not reported in the loaded dataset |