2023 Form 5500 filing — Fennemore Craig Retirement Plan For Directors And 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 20241015213045NAL0029704369001) for Fennemore Craig Retirement Plan For Directors And Staff, reported by Fennemore Craig P.C. under EIN 86-0293128 and plan number 001. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015213045NAL0029704369001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fennemore Craig P.C.
- EIN
- 86-0293128
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $228,729,216
- Total liabilities (EOY)
- $19,965
- Net assets (EOY)
- $228,709,251
- Employer contributions
- $5,243,076
- Participant contributions
- $5,284,468
- Total income / additions
- $71,508,571
- Benefits paid
- $8,725,801
- Administrative expenses
- $238,240
- Total expenses
- $8,964,041
- Net increase / (decrease)
- $62,544,530
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners | NONE | $77,258 | $4,353 |
| The Vanguard Group | NONE | $79,298 | $0 |
| Cliftonlarsonallen | NONE | $19,425 | $0 |