Plan5500

Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan — Form 5500 plan (Wheeler Trigg O'Donnell Llp)

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, Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan is a benefit plan reported by Wheeler Trigg O'Donnell Llp under EIN 20-0697269 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $82,176,487 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$82.2MPlan net assets, end of year$82,176,487
Participants326Covered participants reported
Assets / participant$252.1KComputed: assets ÷ participants$252,075 (computed)
Provider compensation$147.4K6 Schedule C provider row(s)$147,415
Plan sponsor
Wheeler Trigg O'Donnell Llp
EIN
20-0697269
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    326 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$82.2M total assets
Net assets$82.2MLiabilities$0
Money in vs. money out
Total income / additions$18.9M
Total expenses$6.8M
Benefits paid / distributions$6.6M
Contributions
Employer$3.1M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$82,176,487
Total liabilities (EOY)
$0
Net assets (EOY)
$82,176,487
Net assets (BOY)
$70,010,939

Income & contributions

Employer contributions
$3,091,166
Participant contributions
$2,815,504
Total contributions
$6,355,660
Total income / additions
$18,942,324

Expenses & distributions

Benefits paid
$6,630,211
Administrative expenses
$146,565
Total expenses
$6,776,776
Net increase / (decrease)
$12,165,548
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Vanguard Group, Inc.$37.4K
    NONE · Direct $37.4K · Indirect $0
  2. 2
    Cbiz Investment Advisory Services,$36.6K
    NONE · Direct $36.6K
  3. 3
    Cbiz Investment Advisory Services,$25.7K
    NONE · Direct $25.7K
  4. 4
    Bdo$20K
    NONE · Direct $20K
  5. 5
    Vanguard Advisers Inc.$17.7K
    NONE · Direct $17.7K
  6. 6
    Bdo$10K
    NONE · Direct $10K

What to inspect next

Frequently asked questions

Who sponsors the Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan?
Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan is reported as sponsored by Wheeler Trigg O'Donnell Llp (EIN 20-0697269, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan?
The latest Form 5500 filing year loaded for Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan is 2023.
How many participants does Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan report?
Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan reports 326 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan?
Wheeler Trigg O'Donnell Llp 401(K) Profit-Sharing Plan reports $82,176,487 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages