2023 Form 5500 filing — Polsinelli Pc Cash Balance 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 20250813175536NAL0008379475001) for Polsinelli Pc Cash Balance Plan Ii, reported by Polsinelli Pc under EIN 43-1064260 and plan number 004. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$11.1MReported net assets$11,059,788
Participants173
Provider compensation$17.4K1 Schedule C row(s)$17,445
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250813175536NAL0008379475001
- Plan sponsor
- Polsinelli Pc
- EIN
- 43-1064260
- Plan number
- 004
- Location
- Kansas City, MO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$11.1M total assets
Net assets$11.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $11,059,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,059,788
- Employer contributions
- $5,796,420
- Total income / additions
- $5,987,424
- Benefits paid
- $539,930
- Administrative expenses
- $21,086
- Total expenses
- $561,016
- Net increase / (decrease)
- $5,426,408
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $17,445 | not reported in the loaded dataset |