2023 Form 5500 filing — Porter Wright Morris And Arthur Llp 401k Retirement Plan Master Trust
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 20241008134700NAL0009747411001) for Porter Wright Morris And Arthur Llp 401k Retirement Plan Master Trust, reported by Porter Wright Morris & Arthur Llp under EIN 31-4373657 and plan number 006. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$204.7MReported net assets$204,745,290
ParticipantsNot reported
Provider compensation$56.6K5 Schedule C row(s)$56,595
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008134700NAL0009747411001
- Plan sponsor
- Porter Wright Morris & Arthur Llp
- EIN
- 31-4373657
- Plan number
- 006
- Location
- Columbus, OH
- Received date
- not reported in the loaded dataset
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)$204.7M total assets
Net assets$204.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $204,745,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $204,745,290
- Total income / additions
- $26,939,427
- Benefits paid
- $0
- Administrative expenses
- $56,595
- Total expenses
- $56,595
- Net increase / (decrease)
- $26,882,832
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Budros Ruhlin & Roe, Inc. | CONSULTING | $32,555 | not reported in the loaded dataset |
| Bhm Cpas | CONSULTING | $21,400 | not reported in the loaded dataset |
| Wealthcare Capital Management | AUDIT | $15,052 | not reported in the loaded dataset |
| Advanced Asset Mgmt Advisors, Inc. | CONSULTANT | $5,900 | not reported in the loaded dataset |
| Fid Inv Inst Ops Co | RECORDKEEPER | -$18,312 | $0 |