Fenwick & West Llp Partners' Pension Plan Ii — Form 5500 plan (Fenwick & West 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, Fenwick & West Llp Partners' Pension Plan Ii is a benefit plan reported by Fenwick & West Llp under EIN 94-2708481 and plan number 006. The latest loaded filing year is 2023. The filing reports 161 participants and $65,879,959 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fenwick & West Llp
- EIN
- 94-2708481
- Plan number
- 006
- Plan type
- 2
- Location
- Mountain View, CA
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $65,879,959
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241010172712NAL0020619105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $65,879,959
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,879,959
- Net assets (BOY)
- $44,791,683
Income & contributions
- Employer contributions
- $15,236,283
- Participant contributions
- $0
- Total contributions
- $15,236,283
- Total income / additions
- $22,521,671
Expenses & distributions
- Benefits paid
- $1,270,011
- Administrative expenses
- $163,384
- Total expenses
- $1,433,395
- Net increase / (decrease)
- $21,088,276
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cerity Partners LLC | NONE | $163,384 | $0 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $825 | $0 | 2023 |