2023 Form 5500 filing — Appellate Defenders, Inc. Discretionary Contribution Ee Benefit 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 20241002174036NAL0015725360001) for Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan, reported by Appellate Defenders Inc. under EIN 95-2788316 and plan number 001. It reports 31 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,161,282
Participants31
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241002174036NAL0015725360001
Plan sponsor
Appellate Defenders Inc.
EIN
95-2788316
Plan number
001
Location
San Diego, CA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$974.4K
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$182.1K
Participant$0
Full reported line items
Total assets (EOY)
$6,161,282
Total liabilities (EOY)
$0
Net assets (EOY)
$6,161,282
Employer contributions
$182,052
Participant contributions
$0
Total income / additions
$974,351
Benefits paid
$1,144,501
Administrative expenses
$395
Total expenses
$1,144,896
Net increase / (decrease)
-$170,545

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002174036NAL0015725360001 cover?
It is the 2023 Form 5500 filing for Appellate Defenders, Inc. Discretionary Contribution Ee Benefit Plan, reported by Appellate Defenders Inc. (EIN 95-2788316).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages