Fennemore Craig 401(K)Plan For Associates And Of Counsel — 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 401(K)Plan For Associates And Of Counsel is a benefit plan reported by Fennemore Craig P.C. under EIN 86-0293128 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $8,983,268 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
- 003
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $8,983,268
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015213202NAL0029705265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,983,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,983,268
- Net assets (BOY)
- $7,716,134
Income & contributions
- Employer contributions
- $47,635
- Participant contributions
- $744,328
- Total contributions
- $1,027,768
- Total income / additions
- $2,426,699
Expenses & distributions
- Benefits paid
- $668,782
- Administrative expenses
- $1,339
- Total expenses
- $670,121
- Net increase / (decrease)
- $1,756,578
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group | NONE | $1,390 | $0 | 2023 |
| Cap Financial Partners | NONE | $0 | $0 | 2023 |