Davis Wright Tremaine Llp Cash Balance Pension Plan — Form 5500 plan (Davis Wright Tremaine, 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, Davis Wright Tremaine Llp Cash Balance Pension Plan is a benefit plan reported by Davis Wright Tremaine, Llp under EIN 91-0839480 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $87,526,311 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Wright Tremaine, Llp
- EIN
- 91-0839480
- Plan number
- 002
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 180
- End-of-year plan assets
- $87,526,311
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 180 | H, C | 20240930170546NAL0009884512001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,526,311
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,526,311
- Net assets (BOY)
- $75,685,590
Income & contributions
- Employer contributions
- $13,501,000
- Total contributions
- $13,501,000
- Total income / additions
- $19,068,840
Expenses & distributions
- Benefits paid
- $7,086,286
- Administrative expenses
- $141,833
- Total expenses
- $7,228,119
- Net increase / (decrease)
- $11,840,721
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Actuaries, Inc. | NONE | $48,600 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services Inc. | NONE | $33,387 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | NONE | $28,350 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $14,788 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis Wright Tremaine, Llp
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Independent Actuaries, Inc. — Schedule C compensation
- Ubs Financial Services Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation