Porter Wright Morris & Arthur Llp Partner 401(K) Retirement Plan — Form 5500 plan (Porter Wright Morris & Arthur 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, Porter Wright Morris & Arthur Llp Partner 401(K) Retirement Plan is a benefit plan reported by Porter Wright Morris & Arthur Llp under EIN 31-4373657 and plan number 003. The latest loaded filing year is 2023. The filing reports 191 participants and $157,271,646 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$157.3MPlan net assets, end of year$157,271,646
Participants191Covered participants reported
Assets / participant$823.4KComputed: assets ÷ participants$823,412 (computed)
Provider compensationNone reported
Plan sponsor
Porter Wright Morris & Arthur Llp
EIN
31-4373657
Plan number
003
Plan type
2
Location
Columbus, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H20250611163221NAL0045724098001
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)$157.3M total assets
Net assets$157.3MLiabilities$0
Money in vs. money out
Total income / additions$28.9M
Total expenses$8.5M
Benefits paid / distributions$8.5M
Contributions
Employer$1.8M
Participant$1.8M
Full reported line items

Net assets

Total assets (EOY)
$157,271,646
Total liabilities (EOY)
$0
Net assets (EOY)
$157,271,646
Net assets (BOY)
$136,855,631

Income & contributions

Employer contributions
$1,847,880
Participant contributions
$1,809,169
Total contributions
$7,335,152
Total income / additions
$28,929,245

Expenses & distributions

Benefits paid
$8,513,230
Administrative expenses
$0
Total expenses
$8,513,230
Net increase / (decrease)
$20,416,015
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 51%Participant 49%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income29%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages