Warner Norcross + Judd Llp Retirement Program Trust — 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 Retirement Program Trust is a benefit plan reported by Warner Norcross + Judd Llp under EIN 38-1422647 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $235,105,302 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Warner Norcross + Judd Llp
EIN
38-1422647
Plan number
004
Plan type
4
Location
Grand Rapids, MI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$235,105,302

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011114530NAL0036828544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$235,105,302
Total liabilities (EOY)
$0
Net assets (EOY)
$235,105,302
Net assets (BOY)
$213,136,922

Income & contributions

Total contributions
$0
Total income / additions
$36,843,885

Expenses & distributions

Benefits paid
$0
Administrative expenses
$27,892
Total expenses
$27,892
Net increase / (decrease)
$36,815,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$29,267$02023
Td Ameritrade Inc.BROKERAGE SVCS$125$02023
Charles Schwab & Co IncBROKERAGE SVCS$5$02023

Related Form 5500 pages