Wsgr Cash Balance Retirement Plan — Form 5500 plan (Wilson Sonsini Goodrich & Rosati, P.C.)

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, Wsgr Cash Balance Retirement Plan is a benefit plan reported by Wilson Sonsini Goodrich & Rosati, P.C. under EIN 94-2451946 and plan number 005. The latest loaded filing year is 2023. The filing reports 269 participants and $77,167,998 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilson Sonsini Goodrich & Rosati, P.C.
EIN
94-2451946
Plan number
005
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
269
End-of-year plan assets
$77,167,998

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023269H, C20241010152132NAL0011655491001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$77,167,998
Total liabilities (EOY)
$0
Net assets (EOY)
$77,167,998
Net assets (BOY)
$58,767,836

Income & contributions

Employer contributions
$19,210,476
Participant contributions
$0
Total contributions
$19,210,476
Total income / additions
$26,684,767

Expenses & distributions

Benefits paid
$8,041,707
Administrative expenses
$242,898
Total expenses
$8,284,605
Net increase / (decrease)
$18,400,162

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Russell InvestmentsNONE$256,214not reported in the loaded dataset2023

Related Form 5500 pages