Porter Wright Morris And Arthur Llp 401k Retirement Plan Master Trust — 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 And Arthur Llp 401k Retirement Plan Master Trust is a benefit plan reported by Porter Wright Morris & Arthur Llp under EIN 31-4373657 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $204,745,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Porter Wright Morris & Arthur Llp
- EIN
- 31-4373657
- Plan number
- 006
- Plan type
- 4
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $204,745,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241008134700NAL0009747411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $204,745,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,745,290
- Net assets (BOY)
- $178,978,163
Income & contributions
- Total contributions
- $0
- Total income / additions
- $26,939,427
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $56,595
- Total expenses
- $56,595
- Net increase / (decrease)
- $26,882,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Budros Ruhlin & Roe, Inc. | CONSULTING | $32,555 | not reported in the loaded dataset | 2023 |
| Bhm Cpas | CONSULTING | $21,400 | not reported in the loaded dataset | 2023 |
| Wealthcare Capital Management | AUDIT | $15,052 | not reported in the loaded dataset | 2023 |
| Advanced Asset Mgmt Advisors, Inc. | CONSULTANT | $5,900 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | -$18,312 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Porter Wright Morris & Arthur Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Budros Ruhlin & Roe, Inc. — Schedule C compensation
- Bhm Cpas — Schedule C compensation
- Wealthcare Capital Management — Schedule C compensation
- Advanced Asset Mgmt Advisors, Inc. — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation