Davis Wright Tremaine Llp 401(K) Profit Sharing Plan — Form 5500 plan (Davis Wright Tremaine 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, Davis Wright Tremaine Llp 401(K) Profit Sharing Plan is a benefit plan reported by Davis Wright Tremaine Llp under EIN 91-0839480 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,116 participants and $671,522,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Davis Wright Tremaine Llp
- EIN
- 91-0839480
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 2,116
- End-of-year plan assets
- $671,522,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,116 | H, C | 20241001122958NAL0006710081001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $671,522,995
- Net assets (EOY)
- $671,522,995
- Net assets (BOY)
- $586,637,485
Income & contributions
- Employer contributions
- $15,675,276
- Participant contributions
- $18,958,129
- Total contributions
- $41,081,115
- Total income / additions
- $141,722,054
Expenses & distributions
- Benefits paid
- $56,505,477
- Administrative expenses
- $322,173
- Total expenses
- $56,836,544
- Net increase / (decrease)
- $84,885,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $126,487 | not reported in the loaded dataset | 2023 |
| Institute For Wealth Mgmt LLC | NONE | $76,997 | not reported in the loaded dataset | 2023 |
| Sonata Capital Group Inc | NONE | $28,071 | not reported in the loaded dataset | 2023 |
| Cibc Bank Usa | NONE | $26,754 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mana | NONE | $18,449 | not reported in the loaded dataset | 2023 |
| Becker Capital Management Inc | NONE | $17,272 | not reported in the loaded dataset | 2023 |
| Coldstream Wealth Management | NONE | $11,170 | not reported in the loaded dataset | 2023 |
| Wealth Enhancement Advisory Se | NONE | $8,154 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Wealth Ll | NONE | $6,070 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,684 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Davis Wright Tremaine Llp
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Institute For Wealth Mgmt LLC — Schedule C compensation
- Sonata Capital Group Inc — Schedule C compensation
- Cibc Bank Usa — Schedule C compensation
- First Republic Investment Mana — Schedule C compensation
- Becker Capital Management Inc — Schedule C compensation
- Coldstream Wealth Management — Schedule C compensation
- Wealth Enhancement Advisory Se — Schedule C compensation
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation