2023 Form 5500 filing — Pillsbury Winthrop Shaw Pittman Llp Retirement Savings Plan No. 1
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 20241015095054NAL0027987953001) for Pillsbury Winthrop Shaw Pittman Llp Retirement Savings Plan No. 1, reported by Pillsbury Winthrop Shaw Pittman Llp under EIN 94-1311126 and plan number 001. It reports 2,316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015095054NAL0027987953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pillsbury Winthrop Shaw Pittman Llp
- EIN
- 94-1311126
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 2,316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,039,764,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,039,764,035
- Employer contributions
- $10,584,953
- Participant contributions
- $19,887,253
- Total income / additions
- $217,107,290
- Benefits paid
- $81,603,678
- Administrative expenses
- $83,184
- Total expenses
- $81,688,183
- Net increase / (decrease)
- $135,419,107
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | RECORDKEEPER | $27,050 | $0 |
| Violich Capital Management | INVESTMENT ADVISOR | $19,262 | not reported in the loaded dataset |
| Pittenger Anderson, Inc. | INVESTMENT ADVISOR | $5,136 | not reported in the loaded dataset |
| Matrix Trust Co. | NONE | $0 | $0 |