Porter Wright Morris & Arthur Llp Employee 401(K) Retirement Plan — Form 5500 plan (Porter Wright Morris & Arthur 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, Porter Wright Morris & Arthur Llp Employee 401(K) Retirement Plan is a benefit plan reported by Porter Wright Morris & Arthur Llp under EIN 31-4373657 and plan number 002. The latest loaded filing year is 2023. The filing reports 423 participants and $49,208,565 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.2MPlan net assets, end of year$49,208,565
Participants423Covered participants reported
Assets / participant$116.3KComputed: assets ÷ participants$116,332 (computed)
Provider compensationNone reported
Plan sponsor
Porter Wright Morris & Arthur Llp
EIN
31-4373657
Plan number
002
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023423H20241008134543NAL0028832224001
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.

Reported balance (end of year)$49.2M total assets
Net assets$49.2MLiabilities$0
Money in vs. money out
Total income / additions$8.5M
Total expenses$3.1M
Benefits paid / distributions$3.1M
Contributions
Employer$810.3K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$49,208,565
Total liabilities (EOY)
$0
Net assets (EOY)
$49,208,565
Net assets (BOY)
$43,749,147

Income & contributions

Employer contributions
$810,329
Participant contributions
$1,301,324
Total contributions
$2,340,595
Total income / additions
$8,531,723

Expenses & distributions

Benefits paid
$3,072,305
Administrative expenses
$0
Total expenses
$3,072,305
Net increase / (decrease)
$5,459,418
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 38%Participant 62%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income36%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages