2023 Form 5500 filing — Retirement Accumulation Plan For Partners Of Pwc
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 20250414203109NAL0001033747001) for Retirement Accumulation Plan For Partners Of Pwc, reported by Pwc Us Group Llp under EIN 92-0400838 and plan number 005. It reports 4,208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414203109NAL0001033747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pwc Us Group Llp
- EIN
- 92-0400838
- Plan number
- 005
- Location
- Tampa, FL
- Participants
- 4,208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,240,714,210
- Total liabilities (EOY)
- $1,357
- Net assets (EOY)
- $2,240,712,853
- Employer contributions
- $312,099,040
- Total income / additions
- $532,818,970
- Benefits paid
- $81,440,255
- Administrative expenses
- $11,047
- Total expenses
- $81,451,302
- Net increase / (decrease)
- $451,367,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Parametric Portfolio Assoc. | NONE | $11,047 | not reported in the loaded dataset |