Plan5500

Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan And Trust — Form 5500 plan (Taft Stettinius & Hollister Llp)

Plain-English plan 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, Jaffe, Raitt, Heuer & Weiss, Professional Corporation Retirement Plan And Trust is a benefit plan reported by Taft Stettinius & Hollister Llp under EIN 31-0541755 and plan number 014. The latest loaded filing year is 2023. The filing reports 254 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$0Plan net assets, end of year
Participants254Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$107.7K1 Schedule C provider row(s)$107,731
Plan sponsor
Taft Stettinius & Hollister Llp
EIN
31-0541755
Plan number
014
Plan type
2
Location
Southfield, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H, C20241015130546NAL0014685715001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$22.9M
Total expenses$12.8M
Benefits paid / distributions$12.7M
Contributions
Employer$3.6M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$117,159,718

Income & contributions

Employer contributions
$3,583,773
Participant contributions
$2,777,605
Total contributions
$6,381,974
Total income / additions
$22,923,090

Expenses & distributions

Benefits paid
$12,657,089
Administrative expenses
$107,731
Total expenses
$12,764,820
Net increase / (decrease)
$10,158,270
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Benefits paid ÷ total income55%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$107,731$02023

Related Form 5500 pages