Plain-English plan 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, Fish & Richardson Principals' Cash Balance Plan is a benefit plan reported by Fish & Richardson, P.C. under EIN 04-3254521 and plan number 004. The latest loaded filing year is 2023. The filing reports 174 participants and $145,646,709 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $145,646,709
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $145,646,709
- Net assets (BOY)
- $137,736,626
Income & contributions
- Employer contributions
- $13,869,716
- Total contributions
- $13,869,716
- Total income / additions
- $22,097,004
Expenses & distributions
- Benefits paid
- $14,099,564
- Administrative expenses
- $87,357
- Total expenses
- $14,186,921
- Net increase / (decrease)
- $7,910,083