Dorsey & Whitney Llp Supplemental Pension Plan — Form 5500 plan (Dorsey & Whitney 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, Dorsey & Whitney Llp Supplemental Pension Plan is a benefit plan reported by Dorsey & Whitney Llp under EIN 41-0223337 and plan number 005. The latest loaded filing year is 2023. The filing reports 235 participants and $16,512,010 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$16.5MPlan net assets, end of year$16,512,010
Participants235Covered participants reported
Assets / participant$70.3KComputed: assets ÷ participants$70,264 (computed)
Provider compensation$34.9K2 Schedule C provider row(s)$34,949
Plan sponsor
Dorsey & Whitney Llp
EIN
41-0223337
Plan number
005
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241015113627NAL0014500723001
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)$16.5M total assets
Net assets$16.5MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Full reported line items

Net assets

Total assets (EOY)
$16,512,010
Total liabilities (EOY)
$0
Net assets (EOY)
$16,512,010
Net assets (BOY)
$16,677,868

Income & contributions

Total contributions
$0
Total income / additions
$1,632,242

Expenses & distributions

Benefits paid
$1,743,188
Administrative expenses
$54,912
Total expenses
$1,798,100
Net increase / (decrease)
-$165,858
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.

Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income107%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Advisors Inc.N/A$23,562not reported in the loaded dataset2023
Us Bank National AssociiationN/A$11,387not reported in the loaded dataset2023

Related Form 5500 pages