Morrison & Foerster Llp Cash Balance Retirement Plan — Form 5500 plan (Morrison & Foerster 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, Morrison & Foerster Llp Cash Balance Retirement Plan is a benefit plan reported by Morrison & Foerster Llp under EIN 94-0697210 and plan number 009. The latest loaded filing year is 2023. The filing reports 318 participants and $166,264,235 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Morrison & Foerster Llp
- EIN
- 94-0697210
- Plan number
- 009
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 318
- End-of-year plan assets
- $166,264,235
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 318 | H, C | 20241015152233NAL0028915841005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $166,264,235
- Net assets (EOY)
- $166,264,235
- Net assets (BOY)
- $142,522,494
Income & contributions
- Employer contributions
- $36,927,309
- Total contributions
- $36,927,309
- Total income / additions
- $50,295,882
Expenses & distributions
- Benefits paid
- $26,001,516
- Administrative expenses
- $552,625
- Total expenses
- $26,554,141
- Net increase / (decrease)
- $23,741,741
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | N/A | $421,037 | not reported in the loaded dataset | 2023 |
| October Three Consulting Llc83743 | N/A | $131,588 | not reported in the loaded dataset | 2023 |