Snell & Wilmer Profit Sharing And Savings Plan — Form 5500 plan (Snell & Wilmer L.L.P.)

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, Snell & Wilmer Profit Sharing And Savings Plan is a benefit plan reported by Snell & Wilmer L.L.P. under EIN 86-0089731 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,524 participants and $512,255,045 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$512.3MPlan net assets, end of year$512,255,045
Participants1.5KCovered participants reported1,524
Assets / participant$336.1KComputed: assets ÷ participants$336,125 (computed)
Provider compensation$153.7K2 Schedule C provider row(s)$153,743
Plan sponsor
Snell & Wilmer L.L.P.
EIN
86-0089731
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,524H, C20241007204336NAL0007918483001
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)$512.3M total assets
Net assets$512.3MLiabilities$0
Money in vs. money out
Total income / additions$113.8M
Total expenses$22.6M
Benefits paid / distributions$22.4M
Contributions
Employer$12M
Participant$11.1M
Full reported line items

Net assets

Total assets (EOY)
$512,255,045
Total liabilities (EOY)
$0
Net assets (EOY)
$512,255,045
Net assets (BOY)
$421,084,695

Income & contributions

Employer contributions
$11,953,901
Participant contributions
$11,103,966
Total contributions
$25,350,323
Total income / additions
$113,758,668

Expenses & distributions

Benefits paid
$22,434,576
Administrative expenses
$153,742
Total expenses
$22,588,318
Net increase / (decrease)
$91,170,350
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 52%Participant 48%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$82,485not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORD KEEPER$71,258$02023

Related Form 5500 pages