Dorsey & Whitney Llp Cash Balance 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 Cash Balance Plan is a benefit plan reported by Dorsey & Whitney Llp under EIN 41-0223337 and plan number 006. The latest loaded filing year is 2023. The filing reports 245 participants and $84,869,288 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84.9MPlan net assets, end of year$84,869,288
Participants245Covered participants reported
Assets / participant$346.4KComputed: assets ÷ participants$346,405 (computed)
Provider compensation$287.6K2 Schedule C provider row(s)$287,569
- Plan sponsor
- Dorsey & Whitney Llp
- EIN
- 41-0223337
- Plan number
- 006
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015101245NAL0048784272001 |
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)$84.9M total assets
Net assets$84.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,869,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,869,288
- Net assets (BOY)
- $66,060,848
Income & contributions
- Employer contributions
- $17,143,574
- Total contributions
- $17,143,574
- Total income / additions
- $24,532,436
Expenses & distributions
- Benefits paid
- $5,436,429
- Administrative expenses
- $287,567
- Total expenses
- $5,723,996
- Net increase / (decrease)
- $18,808,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| October Three Consulting LLC | NONE | $155,078 | not reported in the loaded dataset | 2023 |
| The Vanguard Group Inc | NONE | $132,491 | not reported in the loaded dataset | 2023 |