2023 Form 5500 filing — Warner Norcross + Judd Llp Associate Retirement Plan

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 20241011073217NAL0038128944001) for Warner Norcross + Judd Llp Associate Retirement Plan, reported by Warner Norcross + Judd Llp under EIN 38-1422647 and plan number 003. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$12.9MReported net assets$12,927,565
Participants115
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011073217NAL0038128944001
Plan sponsor
Warner Norcross + Judd Llp
EIN
38-1422647
Plan number
003
Location
Grand Rapids, MI
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)$12.9M total assets
Net assets$12.9MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$603.9K
Benefits paid / distributions$603.9K
Contributions
Employer$359K
Participant$1.2M
Full reported line items
Total assets (EOY)
$12,927,565
Total liabilities (EOY)
$0
Net assets (EOY)
$12,927,565
Employer contributions
$359,014
Participant contributions
$1,191,722
Total income / additions
$3,516,031
Benefits paid
$603,868
Administrative expenses
$0
Total expenses
$603,868
Net increase / (decrease)
$2,912,163

Related Form 5500 pages