Stoel Rives Llp Cash Balance Plan — Form 5500 plan (Stoel Rives 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, Stoel Rives Llp Cash Balance Plan is a benefit plan reported by Stoel Rives Llp under EIN 93-0408771 and plan number 012. The latest loaded filing year is 2023. The filing reports 237 participants and $34,289,547 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stoel Rives Llp
- EIN
- 93-0408771
- Plan number
- 012
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $34,289,547
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241009152106NAL0031690784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,289,547
- Total liabilities (EOY)
- $42,508
- Net assets (EOY)
- $34,247,039
- Net assets (BOY)
- $36,448,840
Income & contributions
- Employer contributions
- $5,964,863
- Total contributions
- $5,964,863
- Total income / additions
- $10,251,817
Expenses & distributions
- Benefits paid
- $12,237,405
- Administrative expenses
- $216,213
- Total expenses
- $12,453,618
- Net increase / (decrease)
- -$2,201,801
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Bank | NONE | $97,583 | not reported in the loaded dataset | 2023 |
| October Three Consulting LLC | ACTUARY | $73,668 | not reported in the loaded dataset | 2023 |
| Geffen Mesher & Co., Pc | AUDITOR | $23,650 | not reported in the loaded dataset | 2023 |