Dewitt Llp Savings Plan & Trust — Form 5500 plan (Dewitt 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, Dewitt Llp Savings Plan & Trust is a benefit plan reported by Dewitt Llp under EIN 39-1804522 and plan number 001. The latest loaded filing year is 2023. The filing reports 322 participants and $130,204,277 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dewitt Llp
- EIN
- 39-1804522
- Plan number
- 001
- Plan type
- 2
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 322
- End-of-year plan assets
- $130,204,277
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 322 | H, C | 20241011130022NAL0012505843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $130,204,277
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $130,204,277
- Net assets (BOY)
- $115,179,216
Income & contributions
- Employer contributions
- $3,258,660
- Participant contributions
- $2,746,403
- Total contributions
- $6,618,396
- Total income / additions
- $24,871,873
Expenses & distributions
- Benefits paid
- $9,555,330
- Administrative expenses
- $291,482
- Total expenses
- $9,846,812
- Net increase / (decrease)
- $15,025,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Francis Investment Counsel, LLC | ADVISOR | $114,732 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $45,972 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $17,805 | not reported in the loaded dataset | 2023 |
| Wipfli | NONE | $10,000 | not reported in the loaded dataset | 2023 |
| Bdo | NONE | $8,814 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dewitt Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Francis Investment Counsel, LLC — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Wipfli — Schedule C compensation
- Bdo — Schedule C compensation