2023 Form 5500 filing — Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan And 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 20241015130546NAL0014685715001) for Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan And Trust, reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 014. It reports 254 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130546NAL0014685715001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Taft Stettinius & Hollister Llp
- EIN
- 31-0541755
- Plan number
- 014
- Location
- Southfield, MI
- Participants
- 254
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $3,583,773
- Participant contributions
- $2,777,605
- Total income / additions
- $22,923,090
- Benefits paid
- $12,657,089
- Administrative expenses
- $107,731
- Total expenses
- $12,764,820
- Net increase / (decrease)
- $10,158,270
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $107,731 | $0 |