Polsinelli Pc Cash Balance Plan I — Form 5500 plan (Polsinelli Pc)

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, Polsinelli Pc Cash Balance Plan I is a benefit plan reported by Polsinelli Pc under EIN 43-1064260 and plan number 003. The latest loaded filing year is 2023. The filing reports 173 participants and $11,059,780 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.1MPlan net assets, end of year$11,059,780
Participants173Covered participants reported
Assets / participant$63.9KComputed: assets ÷ participants$63,929 (computed)
Provider compensation$17.4K1 Schedule C provider row(s)$17,450
Plan sponsor
Polsinelli Pc
EIN
43-1064260
Plan number
003
Plan type
2
Location
Kansas City, MO
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
    173 participants · 2Sch HSch C
    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)$11.1M total assets
Net assets$11.1MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$561K
Benefits paid / distributions$539.9K
Contributions
Employer$5.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$11,059,780
Total liabilities (EOY)
$0
Net assets (EOY)
$11,059,780
Net assets (BOY)
$5,633,380

Income & contributions

Employer contributions
$5,796,420
Total contributions
$5,796,420
Total income / additions
$5,987,422

Expenses & distributions

Benefits paid
$539,929
Administrative expenses
$21,093
Total expenses
$561,022
Net increase / (decrease)
$5,426,400
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.

Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income9%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $17.4K

Related Form 5500 pages