Wsgr 401(K) And Profit Sharing Plan — Form 5500 plan (Wilson Sonsini Goodrich & Rosati, Pc)
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, Wsgr 401(K) And Profit Sharing Plan is a benefit plan reported by Wilson Sonsini Goodrich & Rosati, Pc under EIN 94-2451946 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,217 participants and $879,260,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wilson Sonsini Goodrich & Rosati, Pc
- EIN
- 94-2451946
- Plan number
- 002
- Plan type
- 2
- Location
- Palo Alto, CA
- Latest filing year
- 2023
- Participants
- 3,217
- End-of-year plan assets
- $879,260,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,217 | H, C | 20241010152825NAL0021345793002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $879,260,649
- Net assets (EOY)
- $879,260,649
- Net assets (BOY)
- $747,501,373
Income & contributions
- Employer contributions
- $19,521,169
- Participant contributions
- $32,764,131
- Total contributions
- $62,591,205
- Total income / additions
- $198,116,490
Expenses & distributions
- Benefits paid
- $66,139,959
- Administrative expenses
- $203,926
- Total expenses
- $66,357,214
- Net increase / (decrease)
- $131,759,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Buckingham Strategic Wealth Ll | NONE | $225,078 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $203,976 | not reported in the loaded dataset | 2023 |
| Aspiriant LLC | NONE | $69,427 | not reported in the loaded dataset | 2023 |
| Solaris Advisors | NONE | $41,736 | not reported in the loaded dataset | 2023 |
| Bny Mellon National Assoc | NONE | $32,223 | not reported in the loaded dataset | 2023 |
| Hemington Wealth Management Ll | NONE | $22,958 | not reported in the loaded dataset | 2023 |
| Callan Capital LLC | NONE | $18,586 | not reported in the loaded dataset | 2023 |
| Destination Wealth Management | NONE | $17,394 | not reported in the loaded dataset | 2023 |
| Lyell Wealth Management Lp | NONE | $13,244 | not reported in the loaded dataset | 2023 |
| First Republic Investment Mana | NONE | $10,696 | not reported in the loaded dataset | 2023 |
| Silicon Valley Wealth Advisors | NONE | $9,555 | not reported in the loaded dataset | 2023 |
| Karel Capital Inc | NONE | $7,491 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $7,174 | not reported in the loaded dataset | 2023 |
| Blackrock Investment Managemen | NONE | $7,079 | not reported in the loaded dataset | 2023 |
| Private Ocean | NONE | $5,667 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $4,545 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wilson Sonsini Goodrich & Rosati, Pc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Palo Alto, CA
- Buckingham Strategic Wealth Ll — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Aspiriant LLC — Schedule C compensation
- Solaris Advisors — Schedule C compensation
- Bny Mellon National Assoc — Schedule C compensation
- Hemington Wealth Management Ll — Schedule C compensation
- Callan Capital LLC — Schedule C compensation
- Destination Wealth Management — Schedule C compensation
- Lyell Wealth Management Lp — Schedule C compensation
- First Republic Investment Mana — Schedule C compensation
- Silicon Valley Wealth Advisors — Schedule C compensation
- Karel Capital Inc — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Blackrock Investment Managemen — Schedule C compensation
- Private Ocean — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation