2023 Form 5500 filing — Deerfield Management Company Profit Sharing And 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 20240918095943NAL0004101761001) for Deerfield Management Company Profit Sharing And 401(K) Plan, reported by Deerfield Management Company, Lp under EIN 03-0553340 and plan number 001. It reports 201 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$31.4MReported net assets$31,432,886
Participants201
Provider compensation$83.1K2 Schedule C row(s)$83,052
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240918095943NAL0004101761001
Plan sponsor
Deerfield Management Company, Lp
EIN
03-0553340
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$31.4M total assets
Net assets$31.4MLiabilities
Money in vs. money out
Total income / additions$9.7M
Total expenses$436.6K
Benefits paid / distributions$349K
Contributions
Employer$0
Participant$3M
Full reported line items
Total assets (EOY)
$31,432,886
Net assets (EOY)
$31,432,886
Employer contributions
$0
Participant contributions
$2,978,037
Total income / additions
$9,663,527
Benefits paid
$348,974
Administrative expenses
$87,608
Total expenses
$436,582
Net increase / (decrease)
$9,226,945
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADVISOR · Direct $62K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $21.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240918095943NAL0004101761001 cover?
It is the 2023 Form 5500 filing for Deerfield Management Company Profit Sharing And 401(K) Plan, reported by Deerfield Management Company, Lp (EIN 03-0553340).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages