Fennemore Craig Retirement Plan For Directors And Staff — Form 5500 plan (Fennemore Craig P.C.)
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, Fennemore Craig Retirement Plan For Directors And Staff is a benefit plan reported by Fennemore Craig P.C. under EIN 86-0293128 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $228,729,216 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fennemore Craig P.C.
- EIN
- 86-0293128
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 601
- End-of-year plan assets
- $228,729,216
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 601 | H, C | 20241015213045NAL0029704369001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $228,729,216
- Total liabilities (EOY)
- $19,965
- Net assets (EOY)
- $228,709,251
- Net assets (BOY)
- $165,546,409
Income & contributions
- Employer contributions
- $5,243,076
- Participant contributions
- $5,284,468
- Total contributions
- $40,653,133
- Total income / additions
- $71,508,571
Expenses & distributions
- Benefits paid
- $8,725,801
- Administrative expenses
- $238,240
- Total expenses
- $8,964,041
- Net increase / (decrease)
- $62,544,530
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners | NONE | $77,258 | $4,353 | 2023 |
| The Vanguard Group | NONE | $79,298 | $0 | 2023 |
| Cliftonlarsonallen | NONE | $19,425 | $0 | 2023 |