2023 Form 5500 filing — Morrison & Foerster Llp Cash Balance 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 20241015152233NAL0028915841005) for Morrison & Foerster Llp Cash Balance Retirement Plan, reported by Morrison & Foerster Llp under EIN 94-0697210 and plan number 009. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152233NAL0028915841005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morrison & Foerster Llp
- EIN
- 94-0697210
- Plan number
- 009
- Location
- San Francisco, CA
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $166,264,235
- Net assets (EOY)
- $166,264,235
- Employer contributions
- $36,927,309
- Total income / additions
- $50,295,882
- Benefits paid
- $26,001,516
- Administrative expenses
- $552,625
- Total expenses
- $26,554,141
- Net increase / (decrease)
- $23,741,741
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | N/A | $421,037 | not reported in the loaded dataset |
| October Three Consulting Llc83743 | N/A | $131,588 | not reported in the loaded dataset |