Polsinelli Pc Cash Balance Plan Ii — 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 Ii is a benefit plan reported by Polsinelli Pc under EIN 43-1064260 and plan number 004. The latest loaded filing year is 2023. The filing reports 173 participants and $11,059,788 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$11,059,788
Participants173Covered participants reported
Assets / participant$63.9KComputed: assets ÷ participants$63,929 (computed)
Provider compensation$17.4K1 Schedule C provider row(s)$17,445
- Plan sponsor
- Polsinelli Pc
- EIN
- 43-1064260
- Plan number
- 004
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20250813175536NAL0008379475001 |
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
Full reported line items
Net assets
- Total assets (EOY)
- $11,059,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,059,788
- Net assets (BOY)
- $5,633,380
Income & contributions
- Employer contributions
- $5,796,420
- Total contributions
- $5,796,420
- Total income / additions
- $5,987,424
Expenses & distributions
- Benefits paid
- $539,930
- Administrative expenses
- $21,086
- Total expenses
- $561,016
- Net increase / (decrease)
- $5,426,408
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
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Charles Schwab Trust Bank | NONE | $17,445 | not reported in the loaded dataset | 2023 |