Dickinson Wright Pllc Retirement And 401k Savings — Form 5500 plan (Dickinson Wright Pllc)

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, Dickinson Wright Pllc Retirement And 401k Savings is a benefit plan reported by Dickinson Wright Pllc under EIN 38-1364333 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,104 participants and $273,855,665 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Dickinson Wright Pllc
EIN
38-1364333
Plan number
003
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
1,104
End-of-year plan assets
$273,855,665

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,104H, C20240802141119NAL0052094418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$273,855,665
Net assets (EOY)
$273,855,665
Net assets (BOY)
$244,151,608

Income & contributions

Employer contributions
$10,104,424
Participant contributions
$9,045,588
Total contributions
$21,631,350
Total income / additions
$60,405,183

Expenses & distributions

Benefits paid
$30,502,475
Administrative expenses
$198,651
Total expenses
$30,701,126
Net increase / (decrease)
$29,704,057

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co.RECORDKEEPER$79,504$02023
Capfinancial Partners LLCINVESTMENT ADVISOR$65,920not reported in the loaded dataset2023
Empower Advisory Group LLCINVESTMENT ADVISOR$26,435$02023
Maner CosterisanPROFESSIONAL$15,597not reported in the loaded dataset2023
Rehmann LLCPROFESSIONAL$7,900not reported in the loaded dataset2023

Related Form 5500 pages