Warner Norcross + Judd Llp Retirement Plan — Form 5500 plan (Warner Norcross + Judd 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, Warner Norcross + Judd Llp Retirement Plan is a benefit plan reported by Warner Norcross + Judd Llp under EIN 38-1422647 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $229,581,139 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$229.6MPlan net assets, end of year$229,581,139
Participants408Covered participants reported
Assets / participant$562.7KComputed: assets ÷ participants$562,699 (computed)
Provider compensationNone reported
Plan sponsor
Warner Norcross + Judd Llp
EIN
38-1422647
Plan number
001
Plan type
2
Location
Grand Rapids, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H20241011072906NAL0038126976001
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)$229.6M total assets
Net assets$229.6MLiabilities$0
Money in vs. money out
Total income / additions$44.7M
Total expenses$25.4M
Benefits paid / distributions$25.4M
Contributions
Employer$5.9M
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$229,581,139
Total liabilities (EOY)
$0
Net assets (EOY)
$229,581,139
Net assets (BOY)
$210,437,815

Income & contributions

Employer contributions
$5,890,545
Participant contributions
$3,604,597
Total contributions
$9,730,747
Total income / additions
$44,745,838

Expenses & distributions

Benefits paid
$25,376,527
Administrative expenses
$0
Total expenses
$25,376,527
Net increase / (decrease)
$19,369,311
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 62%Participant 38%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income57%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages