Snell & Wilmer L.L.P. Retirement Plan For Partners — Form 5500 plan (Snell & Wilmer L.L.P.)

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, Snell & Wilmer L.L.P. Retirement Plan For Partners is a benefit plan reported by Snell & Wilmer L.L.P. under EIN 86-0089731 and plan number 002. The latest loaded filing year is 2023. The filing reports 226 participants and $19,575,834 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$19.6MPlan net assets, end of year$19,575,834
Participants226Covered participants reported
Assets / participant$86.6KComputed: assets ÷ participants$86,619 (computed)
Provider compensation$19.6K1 Schedule C provider row(s)$19,609
Plan sponsor
Snell & Wilmer L.L.P.
EIN
86-0089731
Plan number
002
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023226H, C20241003130540NAL0009876785001
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)$19.6M total assets
Net assets$19.6MLiabilities$0
Money in vs. money out
Total income / additions$7M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$5.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$19,575,834
Total liabilities (EOY)
$0
Net assets (EOY)
$19,575,834
Net assets (BOY)
$14,017,014

Income & contributions

Employer contributions
$5,579,040
Total contributions
$5,579,040
Total income / additions
$6,959,186

Expenses & distributions

Benefits paid
$1,380,757
Administrative expenses
$19,609
Total expenses
$1,400,366
Net increase / (decrease)
$5,558,820
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 assets7%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$19,609not reported in the loaded dataset2023

Related Form 5500 pages