2023 Form 5500 filing — Dunham & Jones Attorneys At Law 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240829113318NAL0007579411001) for Dunham & Jones Attorneys At Law 401(K) Plan, reported by Dunham & Jones Attorneys At Law, Pc under EIN 74-2863594 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829113318NAL0007579411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dunham & Jones Attorneys At Law, Pc
- EIN
- 74-2863594
- Plan number
- 001
- Location
- Austin, TX
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,965,079
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,965,079
- Employer contributions
- $205,799
- Participant contributions
- $676,003
- Total income / additions
- $1,672,932
- Benefits paid
- $203,092
- Administrative expenses
- $46,507
- Total expenses
- $249,599
- Net increase / (decrease)
- $1,423,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atlasmark Financial, Inc | INVESTMENT ADVISOR | $15,225 | not reported in the loaded dataset |
| Employee Incentive Plans, Inc | TPA, RECORDKEEPER | $13,195 | not reported in the loaded dataset |