Plan5500

Schwabe, Williamson & Wyatt, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Schwabe, Williamson & Wyatt, P.C. (EIN 93-1130272) is a plan sponsor located in Portland, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
93-1130272
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Schwabe, Williamson & Wyatt, P.C.

  • 2 loaded plans hold $153M in reported assets.
  • The largest, Schwabe, Williamson & Wyatt, P.C. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 854 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$153MSummed across loaded plans$152,954,650
Total reported assets$153M$152,954,650
Total reported participants854
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$153M total assets
Net assets$153MLiabilities$0
Contributions & income
Employer contributions$3.2M
Participant contributions$3.8M
Total income / additions$27.6M
Expenses & distributions
Benefits paid / distributions$8.8M
Total expenses$8.8M
Net increase / (decrease)$18.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Schwabe, Williamson & Wyatt, P.C. 401(K) Profit Sharing Plan
Participants per plan427Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Schwabe, Williamson & Wyatt, P.C. 401(K) Profit Sharing Plan$153M
    Plan #001 · 492 participants · 2023
  2. 2
    Schwabe, Williamson, & Wyatt, P.C. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 362 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Schwabe, Williamson & Wyatt, P.C.. Open one for its full reported snapshot.

  1. 2023
    Schwabe, Williamson, & Wyatt, P.C. Employee Benefits Plan362 participants · 2No schedules
    View filing →
  2. 2023
    Schwabe, Williamson & Wyatt, P.C. 401(K) Profit Sharing Plan492 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Schwabe, Williamson & Wyatt, P.C. report on Form 5500?
Schwabe, Williamson & Wyatt, P.C. (EIN 93-1130272) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Schwabe, Williamson & Wyatt, P.C.?
The Employer Identification Number (EIN) reported for Schwabe, Williamson & Wyatt, P.C. is 93-1130272.
What is the latest Form 5500 filing year for Schwabe, Williamson & Wyatt, P.C.?
The latest loaded Form 5500 filing year for Schwabe, Williamson & Wyatt, P.C. is 2023.

Related Form 5500 pages