Warner Norcross + Judd Llp Associate Retirement Plan — Form 5500 plan (Warner Norcross + Judd 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, Warner Norcross + Judd Llp Associate Retirement Plan is a benefit plan reported by Warner Norcross + Judd Llp under EIN 38-1422647 and plan number 003. The latest loaded filing year is 2023. The filing reports 115 participants and $12,927,565 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.9MPlan net assets, end of year$12,927,565
Participants115Covered participants reported
Assets / participant$112.4KComputed: assets ÷ participants$112,414 (computed)
Provider compensationNone reported
Plan sponsor
Warner Norcross + Judd Llp
EIN
38-1422647
Plan number
003
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    115 participants · 2Sch H
    View filing →
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)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$603.9K
Benefits paid / distributions$603.9K
Contributions
Employer$359K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$12,927,565
Total liabilities (EOY)
$0
Net assets (EOY)
$12,927,565
Net assets (BOY)
$9,789,415

Income & contributions

Employer contributions
$359,014
Participant contributions
$1,191,722
Total contributions
$1,662,563
Total income / additions
$3,516,031

Expenses & distributions

Benefits paid
$603,868
Administrative expenses
$0
Total expenses
$603,868
Net increase / (decrease)
$2,912,163
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 23%Participant 77%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income17%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages