2023 Form 5500 filing — Wiggin & Dana Retirement And Savings Plan For Partners & Staff

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004144825NAL0006788547001) for Wiggin & Dana Retirement And Savings Plan For Partners & Staff, reported by Wiggin & Dana Llp under EIN 06-0590100 and plan number 001. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$123.3MReported net assets$123,287,141
Participants261
Provider compensation$28.9K1 Schedule C row(s)$28,856
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004144825NAL0006788547001
Plan sponsor
Wiggin & Dana Llp
EIN
06-0590100
Plan number
001
Location
New Haven, CT
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$123.3M total assets
Net assets$123.3MLiabilities$0
Money in vs. money out
Total income / additions$23.9M
Total expenses$8M
Benefits paid / distributions$7.9M
Contributions
Employer$2.8M
Participant$1.9M
Full reported line items
Total assets (EOY)
$123,287,141
Total liabilities (EOY)
$0
Net assets (EOY)
$123,287,141
Employer contributions
$2,773,028
Participant contributions
$1,899,332
Total income / additions
$23,936,103
Benefits paid
$7,938,043
Administrative expenses
$28,382
Total expenses
$7,966,425
Net increase / (decrease)
$15,969,678
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $28.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004144825NAL0006788547001 cover?
It is the 2023 Form 5500 filing for Wiggin & Dana Retirement And Savings Plan For Partners & Staff, reported by Wiggin & Dana Llp (EIN 06-0590100).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages