How big is Polsinelli PC's plan?

Polsinelli PC's plan reported $11.1M in assets and 165 participants for 2023.

Original filing (PDF)20250813175536NAL0008379475001

Polsinelli PC

Name: Polsinelli PC — Polsinelli PC Cash Balance Plan II, Form 5500 (2023)
Creator: Polsinelli PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Polsinelli PC Cash Balance Plan II

Defined-benefit pension plan · Polsinelli PC's Polsinelli PC Cash Balance Plan II held $11.1M in plan assets for 165 participants in 2023.

Signals · 1

No recordkeeper disclosed

Active participants

165

Accounts w/ balance

—

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

Plan identifiers

Polsinelli PC's EIN is 43-1064260.

EIN 43-1064260

Plan number 004

Plan year 2023

ACK ID 20250813175536NAL0008379475001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Polsinelli PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Polsinelli PC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLSINELLI PC.

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

100

Vendor & structure

100

Plan sponsor

Name

POLSINELLI PC

EIN

all filings

Address

900 WEST 48TH PLACE, SUITE 900 · KANSAS CITY, MO · 64112

Phone

(816) 753-1000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

PICKETT, CHANEY & MCMULLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHARLES SCHWAB TRUST BANK	81-0625169	—	NONE	$17K	—

Investments

22 direct securities· $4.2M(38% of reported assets)

U.S. Treasuries

$2.1M

7 holdings

Bonds / Notes

$2.0M

14 holdings

Mutual Funds

$124K

1 holding

					% of plan
United States Treasury Note $500,000 par, 2.625% due 04/15/25	U.S. Treasuries	—	$491K	$496K	4.5%
United States Treasury Note $300,000 par, 4.625% due 02/28/25	U.S. Treasuries	—	$304K	$300K	2.7%
United States Treasury Note $300,000 par, 2.250% due 11/15/24	U.S. Treasuries	—	$294K	$300K	2.7%
United States Treasury Note $300,000 par, 1.500% due 11/30/24	U.S. Treasuries	—	$291K	$299K	2.7%
United States Treasury Note $300,000 par, 1.750% due 12/31/24	U.S. Treasuries	—	$291K	$299K	2.7%
United States Treasury Note $200,000 par, 3.875% due 03/31/25	U.S. Treasuries	—	$200K	$199K	1.8%
United States Treasury Note $200,000 par, 2.500% due 01/31/25	U.S. Treasuries	—	$198K	$199K	1.8%
American Express Bond, $175,000 par, 3.950% due 08/01/25	Bonds / Notes	—	$175K	$174K	1.6%
Toyota Motor Cred Bond, $170,000 par, 0.800% due 10/16/25	Bonds / Notes	—	$159K	$164K	1.5%
Caterpillar Finl Bond, $165,000 par, 0.800% due 11/13/25	Bonds / Notes	—	$154K	$159K	1.4%
Intel Corporation Bond, $160,000 par, 3.700% due 07/29/25	Bonds / Notes	—	$160K	$158K	1.4%
Paypal Holdings Bond, $160,000 par, 1.650% due 06/01/25	Bonds / Notes	—	$153K	$157K	1.4%
Comcast Corporation Bond, $150,000 par, 3.950% due 10/15/25	Bonds / Notes	—	$148K	$149K	1.3%
The Goldman Sachs Bond, $150,000 par, 3.500% due 04/01/25	Bonds / Notes	—	$148K	$149K	1.3%
Amgen In Bond, $150,000 par, 3.125% due 05/01/25	Bonds / Notes	—	$147K	$149K	1.3%
Wells Fargo Co MTN BE Bond, $150,000 par, 3.550% due 09/29/25	Bonds / Notes	—	$148K	$148K	1.3%
Stryker Corporation Bond, $150,000 par, 3.375% due 11/01/25	Bonds / Notes	—	$147K	$148K	1.3%
Rhode Island Housing & Mtg Fin $150,000 par, 0.800% due 04/01/25	Bonds / Notes	—	$143K	$148K	1.3%
Franklin TWP ETC $125,000 par, 0.940% due 02/01/25	Mutual Funds	—	$120K	$124K	1.1%
Port Seattle Washington $105,000 par, 1.136% due 08/01/25	Bonds / Notes	—	$99K	$102K	0.9%
Pittsburg Pensylvania $100,000 par, 0.970% due 09/01/25	Bonds / Notes	—	$95K	$97K	0.9%
Oregon State $80,000 par, 0.874% due 05/01/25	Bonds / Notes	—	$76K	$79K	0.7%