2023 Form 5500 filing — Dorsey & Whitney Llp Cash Balance 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 20241015101245NAL0048784272001) for Dorsey & Whitney Llp Cash Balance Plan, reported by Dorsey & Whitney Llp under EIN 41-0223337 and plan number 006. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101245NAL0048784272001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dorsey & Whitney Llp
- EIN
- 41-0223337
- Plan number
- 006
- Location
- Minneapolis, MN
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $84,869,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,869,288
- Employer contributions
- $17,143,574
- Total income / additions
- $24,532,436
- Benefits paid
- $5,436,429
- Administrative expenses
- $287,567
- Total expenses
- $5,723,996
- Net increase / (decrease)
- $18,808,440
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| October Three Consulting LLC | NONE | $155,078 | not reported in the loaded dataset |
| The Vanguard Group Inc | NONE | $132,491 | not reported in the loaded dataset |